+257.9%
HD vs VRTX
+519.5%
-261.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | +3.6% | -0.4% | +4.0% | +3.7% |
| 30D | +21.6% | +8.0% | +13.6% | +19.3% |
| 3M | +0.1% | +11.0% | -10.9% | -2.5% |
| 6M | +13.0% | +28.2% | -15.2% | +6.3% |
| YTD | +4.9% | +21.5% | -16.6% | -0.3% |
| 1Y | -2.1% | +34.5% | -36.6% | -9.2% |
| 3Y | +32.6% | +49.5% | -16.9% | +16.9% |
| 5Y | +8.2% | +188.3% | -180.0% | -20.1% |
| 10Y | +257.9% | +493.1% | -235.2% | +158.5% |
| All | +257.9% | +519.5% | -261.6% | +158.5% |
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