+184.1%
VRTX vs HST
+74.0%
+110.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +0.8% | -1.0% | +1.9% | +1.0% |
| 30D | +12.6% | -12.3% | +24.9% | +15.5% |
| 3M | +23.6% | -6.4% | +30.0% | +25.1% |
| 6M | +14.3% | +15.0% | -0.7% | +10.7% |
| YTD | +20.5% | +30.5% | -10.0% | +13.5% |
| 1Y | +37.6% | +35.7% | +1.9% | +28.4% |
| 3Y | +55.5% | +68.4% | -12.8% | +37.9% |
| All | +184.1% | +74.0% | +110.2% | +155.1% |
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