+471.3%
VRTX vs URI
+1,171.2%
-700.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.4% |
| 7D | +0.8% | -2.0% | +2.8% | +1.2% |
| 30D | +12.6% | -12.9% | +25.6% | +15.5% |
| 3M | +23.6% | -6.7% | +30.4% | +24.7% |
| 6M | +14.3% | +19.0% | -4.7% | +9.1% |
| YTD | +20.5% | +25.5% | -5.1% | +13.1% |
| 1Y | +37.6% | +5.5% | +32.0% | +33.7% |
| 3Y | +55.5% | +111.3% | -55.8% | +26.8% |
| 5Y | +175.7% | +198.6% | -22.8% | +101.3% |
| All | +471.3% | +1,171.2% | -700.0% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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