+44.4%
VRTX vs HST
+89.2%
-44.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.4% | -1.3% | +0.9% | -0.1% |
| 30D | +7.9% | +13.4% | -5.5% | +4.9% |
| 3M | +3.3% | +16.7% | -13.4% | -0.2% |
| 6M | +25.7% | +24.0% | +1.7% | +19.4% |
| YTD | +20.7% | +54.0% | -33.3% | +8.6% |
| 1Y | +27.4% | +55.0% | -27.6% | +14.4% |
| All | +44.4% | +89.2% | -44.9% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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