+184.6%
VRTX vs URI
+166.6%
+18.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -2.1% | -9.8% | +7.7% | -1.0% |
| 30D | +8.2% | +1.7% | +6.4% | +7.9% |
| 3M | +13.0% | -9.1% | +22.1% | +14.0% |
| 6M | +27.9% | +9.9% | +18.1% | +25.7% |
| YTD | +20.7% | +31.2% | -10.5% | +14.9% |
| 1Y | +31.4% | +25.9% | +5.5% | +25.8% |
| 3Y | +41.8% | +147.4% | -105.6% | +19.7% |
| All | +184.6% | +166.6% | +18.0% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling