+370.0%
VRTX vs SEI
+605.9%
-236.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.7% |
| 7D | -1.6% | +10.5% | -12.0% | -2.2% |
| 30D | +8.0% | -8.0% | +16.1% | +8.1% |
| 3M | +4.3% | +6.7% | -2.4% | +2.8% |
| 6M | +18.9% | -17.0% | +35.9% | +18.5% |
| YTD | +18.8% | +39.7% | -20.9% | +13.0% |
| 1Y | +24.0% | +43.2% | -19.2% | +17.4% |
| 3Y | +42.1% | +676.3% | -634.2% | +8.4% |
| 5Y | +187.6% | +891.0% | -703.4% | +104.9% |
| All | +370.0% | +605.9% | -236.0% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling