+425.8%
VRTX vs UUUU
+495.2%
-69.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | -0.9% |
| 7D | -7.8% | -5.0% | -2.8% | -7.5% |
| 30D | -2.8% | -7.8% | +4.9% | -2.4% |
| 3M | +18.1% | -0.4% | +18.5% | +17.7% |
| 6M | +3.1% | -32.9% | +36.0% | +4.8% |
| YTD | +13.5% | -6.3% | +19.8% | +11.8% |
| 1Y | +32.4% | +7.9% | +24.5% | +27.6% |
| 3Y | +50.0% | +85.2% | -35.2% | +34.2% |
| 5Y | +172.9% | +97.0% | +75.9% | +134.0% |
| All | +425.8% | +495.2% | -69.4% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling