+250.7%
HOOD vs VRTX
+169.4%
+81.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.4% |
| 7D | +17.1% | +0.8% | +16.3% | +16.8% |
| 30D | +31.6% | +12.6% | +18.9% | +26.6% |
| 3M | +38.2% | +23.6% | +14.6% | +28.7% |
| 6M | +48.5% | +14.3% | +34.3% | +41.8% |
| YTD | +8.0% | +20.5% | -12.5% | +1.3% |
| 1Y | +18.7% | +37.6% | -18.9% | +7.0% |
| 3Y | +999.1% | +55.5% | +943.6% | +815.4% |
| 5Y | +181.7% | +175.7% | +5.9% | +92.1% |
| All | +250.7% | +169.4% | +81.3% | +138.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling