+1,447.7%
VRTX vs URA
-51.6%
+1,499.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | 0.0% |
| 7D | 0.0% | +4.5% | -4.4% | -0.9% |
| 30D | +11.8% | -13.4% | +25.3% | +14.8% |
| 3M | +3.2% | -28.4% | +31.6% | +9.8% |
| 6M | +21.0% | -40.5% | +61.5% | +32.9% |
| YTD | +19.7% | -24.3% | +44.0% | +23.2% |
| 1Y | +25.0% | -28.8% | +53.8% | +30.0% |
| 3Y | +45.2% | +37.6% | +7.6% | +23.0% |
| 5Y | +189.7% | +30.7% | +159.0% | +139.5% |
| 10Y | +489.8% | +266.8% | +223.0% | +223.0% |
| All | +1,447.7% | -51.6% | +1,499.3% | +1,312.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling