+237.0%
HOOD vs VRTX
+160.9%
+76.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.2% | -0.8% | -2.8% |
| 7D | +13.4% | -3.4% | +16.8% | +14.8% |
| 30D | +25.8% | +6.6% | +19.2% | +23.3% |
| 3M | +38.0% | +19.4% | +18.6% | +30.0% |
| 6M | +52.2% | +15.8% | +36.4% | +44.9% |
| YTD | +3.7% | +16.7% | -12.9% | -1.5% |
| 1Y | +0.1% | +33.8% | -33.8% | -8.9% |
| 3Y | +992.6% | +54.2% | +938.4% | +812.3% |
| 5Y | +193.0% | +176.4% | +16.6% | +104.2% |
| All | +237.0% | +160.9% | +76.1% | +131.6% |
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