-30.9%
WULF vs VRTX
+173.5%
-204.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.5% | -5.5% |
| 7D | -0.6% | -7.8% | +7.2% | +1.4% |
| 30D | -3.6% | -2.8% | -0.8% | -3.2% |
| 3M | -30.4% | +18.1% | -48.5% | -34.5% |
| 6M | +12.5% | +3.1% | +9.4% | +10.3% |
| YTD | +40.5% | +13.5% | +27.0% | +33.5% |
| 1Y | +53.0% | +32.4% | +20.6% | +38.1% |
| 3Y | +796.7% | +50.0% | +746.7% | +642.0% |
| 5Y | -30.9% | +172.9% | -203.8% | -45.8% |
| All | -30.9% | +173.5% | -204.3% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VRTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling