-3.4%
HAL vs VRTX
+57.9%
-61.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.5% |
| 7D | +2.9% | +0.8% | +2.1% | +2.9% |
| 30D | +17.0% | +12.6% | +4.4% | +16.4% |
| 3M | -9.7% | +23.6% | -33.3% | -10.8% |
| 6M | +8.6% | +14.3% | -5.6% | +7.9% |
| YTD | +33.0% | +20.5% | +12.5% | +31.3% |
| 1Y | +68.3% | +37.6% | +30.7% | +64.2% |
| All | -3.4% | +57.9% | -61.3% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling