+1,878.4%
VRTX vs UUUU
-96.2%
+1,974.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.3% |
| 7D | -0.4% | -3.5% | +3.1% | -0.2% |
| 30D | +7.9% | -28.3% | +36.2% | +9.5% |
| 3M | +3.3% | -53.1% | +56.4% | +6.9% |
| 6M | +25.7% | -68.6% | +94.3% | +32.2% |
| YTD | +20.7% | -52.3% | +73.0% | +23.2% |
| 1Y | +27.4% | -55.8% | +83.3% | +30.3% |
| 3Y | +46.4% | -12.3% | +58.7% | +40.7% |
| 5Y | +194.3% | -36.9% | +231.2% | +181.7% |
| 10Y | +494.6% | +388.0% | +106.6% | +385.1% |
| All | +1,878.4% | -96.2% | +1,974.6% | +1,460.7% |
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 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