+45.5%
UNP vs VRTX
+44.2%
+1.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.7% |
| 7D | -4.6% | -2.1% | -2.4% | -4.3% |
| 30D | +5.6% | +8.2% | -2.6% | +4.6% |
| 3M | -1.3% | +13.0% | -14.3% | -2.9% |
| 6M | +9.2% | +27.9% | -18.7% | +5.9% |
| YTD | +27.3% | +20.7% | +6.7% | +23.9% |
| 1Y | +35.9% | +31.4% | +4.5% | +30.6% |
| 3Y | +45.5% | +41.8% | +3.6% | +36.8% |
| All | +45.5% | +44.2% | +1.2% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling