+184.6%
VRTX vs HST
+71.5%
+113.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.1% | -2.7% | +0.6% | -1.6% |
| 30D | +8.2% | +10.7% | -2.5% | +5.9% |
| 3M | +13.0% | +6.3% | +6.8% | +11.5% |
| 6M | +27.9% | +19.0% | +9.0% | +23.0% |
| YTD | +20.7% | +47.0% | -26.4% | +10.8% |
| 1Y | +31.4% | +53.4% | -22.0% | +19.5% |
| 3Y | +41.8% | +78.0% | -36.2% | +24.0% |
| All | +184.6% | +71.5% | +113.1% | +148.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling