+105.3%
HAL vs VRTX
+178.3%
-73.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | +2.9% | +0.8% | +2.1% | +2.8% |
| 30D | +17.0% | +12.6% | +4.4% | +15.4% |
| 3M | -9.7% | +23.6% | -33.3% | -12.2% |
| 6M | +8.6% | +14.3% | -5.6% | +6.6% |
| YTD | +33.0% | +20.5% | +12.5% | +29.3% |
| 1Y | +68.3% | +37.6% | +30.7% | +60.1% |
| 3Y | +0.1% | +55.5% | -55.4% | -9.2% |
| All | +105.3% | +178.3% | -73.1% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling