+12,057.6%
VRTX vs HAS
+3,016.4%
+9,041.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | -2.1% | -0.2% | -2.0% | -2.1% |
| 30D | +8.2% | +31.0% | -22.8% | +0.2% |
| 3M | +13.0% | +30.7% | -17.6% | +4.7% |
| 6M | +27.9% | +23.9% | +4.0% | +19.7% |
| YTD | +20.7% | +48.3% | -27.6% | +6.8% |
| 1Y | +31.4% | +60.2% | -28.8% | +13.7% |
| 3Y | +41.8% | +189.2% | -147.4% | +0.6% |
| 5Y | +183.7% | +50.4% | +133.3% | +135.9% |
| 10Y | +592.9% | +104.2% | +488.7% | +379.8% |
| All | +12,057.6% | +3,016.4% | +9,041.1% | +2,504.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling