+130.0%
HL vs VRTX
+483.3%
-353.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.6% |
| 7D | -11.1% | -1.6% | -9.6% | -10.7% |
| 30D | -12.1% | +8.0% | -20.1% | -14.1% |
| 3M | -26.1% | +4.3% | -30.4% | -27.1% |
| 6M | -37.7% | +18.9% | -56.6% | -40.9% |
| YTD | -31.7% | +18.8% | -50.5% | -35.0% |
| 1Y | -11.6% | +24.0% | -35.6% | -17.0% |
| 3Y | +249.6% | +42.1% | +207.5% | +204.2% |
| 5Y | +108.5% | +187.6% | -79.1% | +42.8% |
| All | +130.0% | +483.3% | -353.3% | +43.3% |
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