+207.2%
UMC vs VRTX
+37.4%
+169.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.1% | +6.7% | +4.8% |
| 7D | +5.0% | +0.8% | +4.1% | +4.8% |
| 30D | +7.7% | +12.6% | -5.0% | +5.8% |
| 3M | +1.7% | +23.6% | -22.0% | -3.2% |
| 6M | +113.9% | +14.3% | +99.6% | +108.5% |
| YTD | +168.9% | +20.5% | +148.4% | +160.1% |
| 1Y | +207.2% | +37.6% | +169.6% | +203.6% |
| All | +207.2% | +37.4% | +169.8% | +203.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling