+74.2%
HAL vs VRTX
+31.9%
+42.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.8% |
| 7D | -1.3% | -6.4% | +5.1% | -1.6% |
| 30D | +10.9% | -0.5% | +11.4% | +10.9% |
| 3M | -5.8% | +16.9% | -22.8% | -5.4% |
| 6M | +8.1% | +13.1% | -5.0% | +9.0% |
| YTD | +33.2% | +14.9% | +18.3% | +33.8% |
| 1Y | +74.2% | +31.4% | +42.7% | +76.4% |
| All | +74.2% | +31.9% | +42.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling