+470.4%
VRTX vs HAS
+97.5%
+372.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | -1.6% | +1.4% | -2.9% | -1.8% |
| 30D | +8.0% | +26.3% | -18.2% | +3.5% |
| 3M | +4.3% | +25.6% | -21.3% | -0.1% |
| 6M | +18.9% | +30.3% | -11.4% | +12.9% |
| YTD | +18.8% | +50.4% | -31.6% | +9.4% |
| 1Y | +24.0% | +57.7% | -33.8% | +13.1% |
| 3Y | +42.1% | +213.4% | -171.2% | +11.8% |
| 5Y | +187.6% | +49.1% | +138.5% | +159.3% |
| All | +470.4% | +97.5% | +372.9% | +330.2% |
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