+470.4%
VRTX vs UAL
+80.6%
+389.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -1.6% | -3.0% | +1.5% | -1.4% |
| 30D | +8.0% | +10.5% | -2.4% | +7.3% |
| 3M | +4.3% | -13.5% | +17.8% | +5.2% |
| 6M | +18.9% | +14.2% | +4.7% | +17.5% |
| YTD | +18.8% | -2.2% | +21.0% | +18.2% |
| 1Y | +24.0% | +12.5% | +11.5% | +22.2% |
| 3Y | +42.1% | +186.8% | -144.7% | +29.0% |
| 5Y | +187.6% | +119.4% | +68.2% | +162.2% |
| All | +470.4% | +80.6% | +389.9% | +434.1% |
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