+12,057.6%
VRTX vs HST
+2,841.0%
+9,216.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.1% | -2.7% | +0.6% | -1.5% |
| 30D | +8.2% | +10.7% | -2.5% | +5.6% |
| 3M | +13.0% | +6.3% | +6.8% | +11.2% |
| 6M | +27.9% | +19.0% | +9.0% | +22.4% |
| YTD | +20.7% | +47.0% | -26.4% | +9.7% |
| 1Y | +31.4% | +53.4% | -22.0% | +18.2% |
| 3Y | +41.8% | +78.0% | -36.2% | +21.8% |
| 5Y | +183.7% | +71.7% | +112.0% | +139.8% |
| 10Y | +592.9% | +146.2% | +446.7% | +397.5% |
| All | +12,057.6% | +2,841.0% | +9,216.6% | +5,272.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling