+3,213.0%
VRTX vs URI
+7,377.6%
-4,164.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.1% | +5.9% | +0.6% |
| 7D | +0.5% | -12.9% | +13.4% | +3.8% |
| 30D | +8.0% | -3.4% | +11.4% | +8.7% |
| 3M | +11.9% | -10.0% | +21.9% | +14.3% |
| 6M | +27.8% | +12.2% | +15.7% | +22.8% |
| YTD | +19.7% | +29.8% | -10.1% | +8.9% |
| 1Y | +30.1% | +24.6% | +5.5% | +19.6% |
| 3Y | +44.2% | +137.6% | -93.4% | +8.3% |
| 5Y | +181.3% | +176.6% | +4.7% | +95.6% |
| 10Y | +587.1% | +1,402.6% | -815.5% | +170.4% |
| All | +3,213.0% | +7,377.6% | -4,164.6% | +469.0% |
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