+155.3%
HBAN vs VRTX
+451.8%
-296.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | -5.6% | +4.6% | +0.1% |
| 30D | -5.6% | -2.0% | -3.6% | -5.3% |
| 3M | -1.1% | +15.8% | -17.0% | -4.0% |
| 6M | +9.9% | +4.7% | +5.2% | +8.6% |
| YTD | -0.9% | +13.7% | -14.6% | -3.9% |
| 1Y | -1.4% | +29.7% | -31.1% | -6.8% |
| 3Y | +78.2% | +48.4% | +29.8% | +61.0% |
| 5Y | +37.0% | +173.3% | -136.3% | +9.1% |
| All | +155.3% | +451.8% | -296.5% | +86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling