+1,875.1%
VRTX vs UUUU
-92.0%
+1,967.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.2% |
| 7D | +0.8% | -1.4% | +2.2% | +0.9% |
| 30D | +12.6% | +16.3% | -3.7% | +11.7% |
| 3M | +23.6% | -16.7% | +40.3% | +24.3% |
| 6M | +14.3% | -33.7% | +47.9% | +15.8% |
| YTD | +20.5% | -0.5% | +20.9% | +18.9% |
| 1Y | +37.6% | +28.9% | +8.7% | +32.9% |
| 3Y | +55.5% | +99.9% | -44.3% | +43.6% |
| 5Y | +175.7% | +135.3% | +40.5% | +146.8% |
| 10Y | +474.2% | +518.4% | -44.2% | +361.0% |
| All | +1,875.1% | -92.0% | +1,967.1% | +1,405.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling