+261.2%
HL vs VRTX
+450.9%
-189.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.6% |
| 7D | -5.6% | -7.8% | +2.2% | -3.2% |
| 30D | +12.7% | -2.8% | +15.6% | +13.9% |
| 3M | +42.5% | +18.1% | +24.4% | +35.8% |
| 6M | -9.0% | +3.1% | -12.1% | -9.8% |
| YTD | +4.4% | +13.5% | -9.1% | +0.8% |
| 1Y | +82.7% | +32.4% | +50.2% | +68.9% |
| 3Y | +406.3% | +50.0% | +356.3% | +332.6% |
| 5Y | +238.2% | +172.9% | +65.3% | +135.5% |
| All | +261.2% | +450.9% | -189.6% | +147.9% |
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