+443.5%
VRTX vs THC
+952.2%
-508.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -3.0% |
| 7D | -3.4% | -2.6% | -0.9% | -3.2% |
| 30D | +6.6% | -1.2% | +7.8% | +6.7% |
| 3M | +19.4% | +58.9% | -39.5% | +14.6% |
| 6M | +15.8% | +9.3% | +6.5% | +14.5% |
| YTD | +16.7% | +30.4% | -13.7% | +13.5% |
| 1Y | +33.8% | +34.6% | -0.8% | +29.6% |
| 3Y | +54.2% | +246.7% | -192.5% | +36.1% |
| 5Y | +176.4% | +244.5% | -68.2% | +139.7% |
| 10Y | +443.5% | +950.1% | -506.6% | +331.9% |
| All | +443.5% | +952.2% | -508.7% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling