+184.1%
VRTX vs HAS
+13.4%
+170.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.1% |
| 7D | +0.8% | -1.8% | +2.6% | +1.1% |
| 30D | +12.6% | +2.3% | +10.4% | +12.3% |
| 3M | +23.6% | +10.4% | +13.3% | +21.9% |
| 6M | +14.3% | -3.2% | +17.5% | +14.4% |
| YTD | +20.5% | +15.4% | +5.1% | +17.6% |
| 1Y | +37.6% | +18.8% | +18.8% | +33.7% |
| 3Y | +55.5% | +43.9% | +11.6% | +47.1% |
| All | +184.1% | +13.4% | +170.7% | +180.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling