+494.6%
VRTX vs URA
+277.9%
+216.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | -0.4% | +2.9% | -3.2% | -0.9% |
| 30D | +7.9% | -10.8% | +18.7% | +9.6% |
| 3M | +3.3% | -25.5% | +28.8% | +7.6% |
| 6M | +25.7% | -41.2% | +66.9% | +35.3% |
| YTD | +20.7% | -21.3% | +41.9% | +22.7% |
| 1Y | +27.4% | -25.7% | +53.2% | +30.5% |
| 3Y | +46.4% | +43.1% | +3.3% | +27.3% |
| 5Y | +194.3% | +35.6% | +158.7% | +151.3% |
| 10Y | +494.6% | +281.3% | +213.3% | +246.9% |
| All | +494.6% | +277.9% | +216.7% | +246.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling