+216.1%
UNH vs VRTX
+483.3%
-267.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | +3.4% | -1.6% | +4.9% | +3.8% |
| 30D | +3.0% | +8.0% | -5.1% | +0.9% |
| 3M | +2.7% | +4.3% | -1.6% | +1.4% |
| 6M | +2.8% | +18.9% | -16.1% | -2.2% |
| YTD | +25.9% | +18.8% | +7.1% | +19.4% |
| 1Y | +25.8% | +24.0% | +1.8% | +18.0% |
| 3Y | -20.0% | +42.1% | -62.2% | -30.1% |
| 5Y | -2.8% | +187.6% | -190.4% | -32.1% |
| All | +216.1% | +483.3% | -267.3% | +112.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling