+443.5%
VRTX vs URA
+371.9%
+71.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.6% |
| 7D | -3.4% | +8.1% | -11.5% | -4.6% |
| 30D | +6.6% | +5.8% | +0.9% | +5.6% |
| 3M | +19.4% | +3.4% | +16.0% | +18.3% |
| 6M | +15.8% | -2.6% | +18.4% | +15.1% |
| YTD | +16.7% | +11.2% | +5.5% | +12.8% |
| 1Y | +33.8% | +19.8% | +14.0% | +26.4% |
| 3Y | +54.2% | +121.5% | -67.3% | +24.2% |
| 5Y | +176.4% | +134.5% | +41.9% | +110.2% |
| 10Y | +443.5% | +376.7% | +66.8% | +219.9% |
| All | +443.5% | +371.9% | +71.6% | +219.9% |
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