+1,847.9%
VRTX vs UUUU
-96.4%
+1,944.3%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.7% |
| 7D | -1.6% | -1.1% | -0.5% | -1.5% |
| 30D | +8.0% | -21.0% | +29.0% | +9.2% |
| 3M | +4.3% | -54.8% | +59.1% | +8.2% |
| 6M | +18.9% | -67.3% | +86.2% | +24.8% |
| YTD | +18.8% | -54.7% | +73.5% | +21.6% |
| 1Y | +24.0% | -57.4% | +81.4% | +27.0% |
| 3Y | +42.1% | -19.6% | +61.8% | +37.2% |
| 5Y | +187.6% | -40.0% | +227.6% | +175.9% |
| 10Y | +485.4% | +364.1% | +121.4% | +378.8% |
| All | +1,847.9% | -96.4% | +1,944.3% | +1,440.5% |
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