+493.1%
VRTX vs URI
+1,313.6%
-820.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -0.5% |
| 7D | -0.4% | -4.0% | +3.6% | +0.2% |
| 30D | +8.0% | +6.8% | +1.2% | +6.6% |
| 3M | +11.0% | -2.8% | +13.9% | +11.2% |
| 6M | +28.2% | +20.9% | +7.3% | +22.9% |
| YTD | +21.5% | +40.2% | -18.7% | +12.0% |
| 1Y | +34.5% | +34.1% | +0.4% | +25.0% |
| 3Y | +49.5% | +164.1% | -114.7% | +18.0% |
| 5Y | +188.3% | +199.3% | -11.1% | +115.0% |
| 10Y | +493.1% | +1,218.8% | -725.7% | +227.1% |
| All | +493.1% | +1,313.6% | -820.5% | +227.1% |
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