+184.1%
VRTX vs UAL
+142.0%
+42.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -2.3% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +12.6% | -16.1% | +28.7% | +14.1% |
| 3M | +23.6% | +6.1% | +17.5% | +22.8% |
| 6M | +14.3% | +10.8% | +3.4% | +12.9% |
| YTD | +20.5% | -0.4% | +20.9% | +19.7% |
| 1Y | +37.6% | +5.0% | +32.6% | +35.9% |
| 3Y | +55.5% | +124.0% | -68.5% | +40.5% |
| All | +184.1% | +142.0% | +42.1% | +150.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling