+46.6%
VRTX vs URI
+155.7%
-109.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | -0.4% |
| 7D | +3.2% | -6.0% | +9.2% | +3.7% |
| 30D | +7.4% | +4.6% | +2.8% | +6.9% |
| 3M | +4.6% | -2.7% | +7.3% | +4.7% |
| 6M | +27.5% | +18.4% | +9.1% | +24.8% |
| YTD | +20.9% | +37.4% | -16.5% | +15.7% |
| 1Y | +30.1% | +30.4% | -0.3% | +25.3% |
| 3Y | +46.6% | +147.9% | -101.3% | +27.6% |
| All | +46.6% | +155.7% | -109.1% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling