+25.0%
HL vs VRTX
+31.2%
-6.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.4% | +9.7% | +11.0% |
| 7D | +0.2% | +3.7% | -3.5% | -2.2% |
| 30D | -12.1% | +9.0% | -21.2% | -17.3% |
| 3M | -2.8% | +14.7% | -17.5% | -11.2% |
| 6M | -14.9% | +27.7% | -42.7% | -27.6% |
| YTD | -22.0% | +21.1% | -43.2% | -30.3% |
| 1Y | +25.0% | +30.2% | -5.2% | +12.7% |
| All | +25.0% | +31.2% | -6.2% | +12.7% |
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 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