+1,481.6%
VRTX vs UAL
+239.3%
+1,242.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -0.6% |
| 7D | +0.5% | +5.0% | -4.6% | -0.2% |
| 30D | +8.0% | -1.2% | +9.2% | +8.1% |
| 3M | +11.9% | -16.8% | +28.7% | +14.2% |
| 6M | +27.8% | +18.0% | +9.9% | +24.5% |
| YTD | +19.7% | -1.2% | +20.9% | +18.4% |
| 1Y | +30.1% | +14.3% | +15.8% | +26.3% |
| 3Y | +44.2% | +194.6% | -150.4% | +19.8% |
| 5Y | +181.3% | +109.6% | +71.7% | +137.9% |
| 10Y | +587.1% | +93.1% | +494.0% | +433.5% |
| All | +1,481.6% | +239.3% | +1,242.3% | +822.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling