+52.6%
VRTX vs USAR
+74.0%
-21.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.1% |
| 7D | +0.8% | -2.1% | +2.9% | +0.8% |
| 30D | +12.6% | +2.6% | +10.0% | +12.6% |
| 3M | +23.6% | -35.0% | +58.6% | +23.9% |
| 6M | +14.3% | -6.9% | +21.2% | +14.0% |
| YTD | +20.5% | +48.0% | -27.5% | +20.1% |
| 1Y | +37.6% | +24.8% | +12.8% | +36.9% |
| 3Y | +55.5% | +73.2% | -17.7% | +61.4% |
| All | +52.6% | +74.0% | -21.5% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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