+56.8%
VRTX vs URA
+114.7%
-57.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | +0.8% | +1.1% | -0.3% | +0.8% |
| 30D | +12.6% | +7.4% | +5.3% | +12.3% |
| 3M | +23.6% | -8.4% | +32.0% | +23.9% |
| 6M | +14.3% | -12.7% | +27.0% | +14.5% |
| YTD | +20.5% | +7.8% | +12.7% | +20.3% |
| 1Y | +37.6% | +19.5% | +18.1% | +36.8% |
| All | +56.8% | +114.7% | -57.9% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling