+54.2%
VRTX vs UL
+24.1%
+30.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.1% | -2.8% |
| 7D | -3.4% | -1.3% | -2.1% | -3.0% |
| 30D | +6.6% | +0.9% | +5.7% | +6.3% |
| 3M | +19.4% | +14.2% | +5.2% | +14.5% |
| 6M | +15.8% | -3.2% | +19.0% | +16.7% |
| YTD | +16.7% | -0.3% | +17.0% | +17.1% |
| 1Y | +33.8% | -8.8% | +42.6% | +37.9% |
| 3Y | +54.2% | +23.9% | +30.3% | +42.4% |
| All | +54.2% | +24.1% | +30.1% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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