+32,815.2%
UNH vs VRTX
+11,869.8%
+20,945.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +1.1% | +0.8% | +0.2% | +1.0% |
| 30D | -3.8% | +12.6% | -16.4% | -5.2% |
| 3M | +0.7% | +23.6% | -22.9% | -1.9% |
| 6M | +37.9% | +14.3% | +23.6% | +35.4% |
| YTD | +21.9% | +20.5% | +1.5% | +18.9% |
| 1Y | +31.4% | +37.6% | -6.2% | +26.1% |
| 3Y | -11.4% | +55.5% | -66.9% | -17.1% |
| 5Y | +2.5% | +175.7% | -173.2% | -10.7% |
| 10Y | +242.9% | +474.2% | -231.3% | +171.9% |
| All | +32,815.2% | +11,869.8% | +20,945.5% | +14,444.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling