+33,878.5%
UNH vs VRTX
+11,704.9%
+22,173.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +3.4% | -1.6% | +4.9% | +3.6% |
| 30D | +3.0% | +8.0% | -5.1% | +2.0% |
| 3M | +2.7% | +4.3% | -1.6% | +2.1% |
| 6M | +2.8% | +18.9% | -16.1% | +0.5% |
| YTD | +25.9% | +18.8% | +7.1% | +22.9% |
| 1Y | +25.8% | +24.0% | +1.8% | +22.3% |
| 3Y | -20.0% | +42.1% | -62.2% | -24.3% |
| 5Y | -2.8% | +187.6% | -190.4% | -15.8% |
| 10Y | +228.7% | +485.4% | -256.7% | +160.5% |
| All | +33,878.5% | +11,704.9% | +22,173.6% | +14,933.5% |
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