+489.0%
VRTX vs URA
+283.4%
+205.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.5% | +0.2% |
| 7D | -2.1% | -4.1% | +2.0% | -1.5% |
| 30D | +8.2% | -19.0% | +27.2% | +11.5% |
| 3M | +13.0% | -25.1% | +38.2% | +17.7% |
| 6M | +27.9% | -44.5% | +72.4% | +38.9% |
| YTD | +20.7% | -24.3% | +45.0% | +23.5% |
| 1Y | +31.4% | -28.1% | +59.6% | +35.3% |
| 3Y | +41.8% | +40.7% | +1.1% | +23.4% |
| 5Y | +183.7% | +35.5% | +148.2% | +141.0% |
| All | +489.0% | +283.4% | +205.6% | +225.7% |
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