+3.5%
UNH vs VRTX
+175.1%
-171.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.5% | -1.6% |
| 7D | -1.7% | -6.4% | +4.7% | -0.3% |
| 30D | -3.8% | -0.5% | -3.3% | -3.8% |
| 3M | -4.3% | +16.9% | -21.2% | -7.6% |
| 6M | +38.6% | +13.1% | +25.5% | +34.5% |
| YTD | +20.7% | +14.9% | +5.7% | +16.6% |
| 1Y | +16.0% | +31.4% | -15.4% | +9.2% |
| 3Y | -13.5% | +51.9% | -65.4% | -24.7% |
| 5Y | +3.5% | +177.1% | -173.5% | -23.9% |
| All | +3.5% | +175.1% | -171.6% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling