+169.8%
VRTX vs UUUU
+88.5%
+81.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | -1.0% |
| 7D | -7.8% | -5.0% | -2.8% | -7.6% |
| 30D | -2.8% | -7.8% | +4.9% | -2.5% |
| 3M | +18.1% | -0.4% | +18.5% | +17.8% |
| 6M | +3.1% | -32.9% | +36.0% | +4.3% |
| YTD | +13.5% | -6.3% | +19.8% | +12.1% |
| 1Y | +32.4% | +7.9% | +24.5% | +28.4% |
| 3Y | +50.0% | +85.2% | -35.2% | +36.1% |
| All | +169.8% | +88.5% | +81.3% | +137.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling