+44.4%
VRTX vs HAS
+221.5%
-177.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -0.4% | +2.0% | -2.4% | -0.6% |
| 30D | +7.9% | +30.9% | -23.0% | +4.1% |
| 3M | +3.3% | +28.8% | -25.5% | -0.1% |
| 6M | +25.7% | +32.3% | -6.6% | +20.9% |
| YTD | +20.7% | +54.7% | -34.0% | +13.5% |
| 1Y | +27.4% | +63.2% | -35.8% | +19.0% |
| All | +44.4% | +221.5% | -177.1% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling