+249.6%
HL vs VRTX
+44.3%
+205.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.7% |
| 7D | -11.1% | -1.6% | -9.6% | -10.7% |
| 30D | -12.1% | +8.0% | -20.1% | -13.9% |
| 3M | -26.1% | +4.3% | -30.4% | -26.8% |
| 6M | -37.7% | +18.9% | -56.6% | -40.1% |
| YTD | -31.7% | +18.8% | -50.5% | -34.0% |
| 1Y | -11.6% | +24.0% | -35.6% | -15.0% |
| 3Y | +249.6% | +42.1% | +207.5% | +202.0% |
| All | +249.6% | +44.3% | +205.3% | +202.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling