+471.3%
VRTX vs UAL
+115.8%
+355.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -2.3% |
| 7D | +0.8% | +0.7% | +0.1% | +0.8% |
| 30D | +12.6% | -16.1% | +28.7% | +14.0% |
| 3M | +23.6% | +6.1% | +17.5% | +22.9% |
| 6M | +14.3% | +10.8% | +3.4% | +13.0% |
| YTD | +20.5% | -0.4% | +20.9% | +19.8% |
| 1Y | +37.6% | +5.0% | +32.6% | +36.1% |
| 3Y | +55.5% | +124.0% | -68.5% | +43.0% |
| 5Y | +175.7% | +141.0% | +34.8% | +148.5% |
| All | +471.3% | +115.8% | +355.5% | +345.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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