+3,241.0%
VRTX vs URI
+7,462.1%
-4,221.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -2.1% | -9.8% | +7.7% | +0.3% |
| 30D | +8.2% | +1.7% | +6.4% | +7.5% |
| 3M | +13.0% | -9.1% | +22.1% | +15.1% |
| 6M | +27.9% | +9.9% | +18.1% | +23.5% |
| YTD | +20.7% | +31.2% | -10.5% | +9.5% |
| 1Y | +31.4% | +25.9% | +5.5% | +20.5% |
| 3Y | +41.8% | +147.4% | -105.6% | +5.4% |
| 5Y | +183.7% | +179.7% | +3.9% | +96.7% |
| 10Y | +592.9% | +1,419.5% | -826.7% | +171.9% |
| All | +3,241.0% | +7,462.1% | -4,221.0% | +472.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling