+249.3%
HL vs VRTX
+175.1%
+74.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.3% |
| 7D | +0.4% | -6.4% | +6.8% | +2.2% |
| 30D | +18.8% | -0.5% | +19.4% | +19.1% |
| 3M | +43.7% | +16.9% | +26.8% | +38.3% |
| 6M | -1.0% | +13.1% | -14.1% | -4.0% |
| YTD | +8.7% | +14.9% | -6.2% | +5.3% |
| 1Y | +105.0% | +31.4% | +73.6% | +93.5% |
| 3Y | +427.3% | +51.9% | +375.4% | +356.0% |
| 5Y | +249.3% | +177.1% | +72.2% | +185.5% |
| All | +249.3% | +175.1% | +74.2% | +185.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling