+194.3%
VRTX vs UAL
+129.5%
+64.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | 0.0% |
| 7D | -0.4% | +2.3% | -2.6% | -0.6% |
| 30D | +7.9% | +13.3% | -5.4% | +6.7% |
| 3M | +3.3% | -6.3% | +9.6% | +3.6% |
| 6M | +25.7% | +22.5% | +3.2% | +23.2% |
| YTD | +20.7% | +5.9% | +14.8% | +19.1% |
| 1Y | +27.4% | +24.7% | +2.8% | +24.2% |
| 3Y | +46.4% | +211.6% | -165.2% | +27.0% |
| 5Y | +194.3% | +130.6% | +63.7% | +149.9% |
| All | +194.3% | +129.5% | +64.8% | +149.9% |
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 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