+474.5%
VRTX vs HAS
+102.6%
+372.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.7% |
| 7D | +3.2% | +3.3% | 0.0% | +2.6% |
| 30D | +7.4% | +30.5% | -23.1% | +2.3% |
| 3M | +4.6% | +29.9% | -25.3% | -0.4% |
| 6M | +27.5% | +26.5% | +0.9% | +21.6% |
| YTD | +20.9% | +51.9% | -31.1% | +11.1% |
| 1Y | +30.1% | +60.9% | -30.8% | +18.3% |
| 3Y | +46.6% | +215.0% | -168.4% | +15.2% |
| 5Y | +191.6% | +51.5% | +140.1% | +162.0% |
| 10Y | +474.5% | +102.2% | +372.3% | +327.1% |
| All | +474.5% | +102.6% | +372.0% | +327.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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