+1,495.0%
VRTX vs UAL
+246.2%
+1,248.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | -2.1% | +8.2% | -10.3% | -3.1% |
| 30D | +8.2% | +2.3% | +5.9% | +7.8% |
| 3M | +13.0% | -12.7% | +25.7% | +14.7% |
| 6M | +27.9% | +12.7% | +15.2% | +25.3% |
| YTD | +20.7% | +0.8% | +19.9% | +19.1% |
| 1Y | +31.4% | +17.8% | +13.7% | +27.1% |
| 3Y | +41.8% | +206.7% | -164.9% | +17.2% |
| 5Y | +183.7% | +113.9% | +69.8% | +139.3% |
| 10Y | +592.9% | +97.0% | +495.9% | +436.7% |
| All | +1,495.0% | +246.2% | +1,248.8% | +828.2% |
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 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