+155.0%
HON vs VRTX
+483.3%
-328.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +1.1% | -1.6% | +2.6% | +1.4% |
| 30D | +7.2% | +8.0% | -0.9% | +5.3% |
| 3M | -4.6% | +4.3% | -8.9% | -5.8% |
| 6M | -1.9% | +18.9% | -20.7% | -6.0% |
| YTD | +10.2% | +18.8% | -8.6% | +5.3% |
| 1Y | +8.2% | +24.0% | -15.7% | +2.3% |
| 3Y | +27.6% | +42.1% | -14.5% | +14.6% |
| 5Y | +11.7% | +187.6% | -175.9% | -15.5% |
| All | +155.0% | +483.3% | -328.3% | +84.5% |
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 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