+42.1%
VRTX vs UAL
+189.3%
-147.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.4% |
| 3M | +4.3% | -13.5% | +17.8% | +5.0% |
| 6M | +18.9% | +14.2% | +4.7% | +17.7% |
| YTD | +18.8% | -2.2% | +21.0% | +18.1% |
| 1Y | +24.0% | +12.5% | +11.5% | +22.5% |
| 3Y | +42.1% | +186.8% | -144.7% | +36.2% |
| All | +42.1% | +189.3% | -147.2% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling