+493.1%
VRTX vs HDB
+61.5%
+431.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.1% |
| 7D | -0.4% | +13.7% | -14.1% | -3.2% |
| 30D | +8.0% | +15.8% | -7.8% | +4.5% |
| 3M | +11.0% | +9.2% | +1.8% | +8.6% |
| 6M | +28.2% | +3.2% | +25.0% | +26.6% |
| YTD | +21.5% | -29.4% | +50.9% | +30.2% |
| 1Y | +34.5% | -27.9% | +62.5% | +43.6% |
| 3Y | +49.5% | -5.9% | +55.3% | +48.5% |
| 5Y | +188.3% | -23.5% | +211.8% | +194.6% |
| 10Y | +493.1% | +61.3% | +431.8% | +383.4% |
| All | +493.1% | +61.5% | +431.6% | +383.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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