+349.0%
VRTX vs SEI
+608.3%
-259.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.9% |
| 7D | -7.8% | +20.7% | -28.4% | -9.1% |
| 30D | -2.8% | +9.1% | -12.0% | -3.7% |
| 3M | +18.1% | -6.0% | +24.1% | +17.7% |
| 6M | +3.1% | +18.9% | -15.9% | +0.4% |
| YTD | +13.5% | +40.1% | -26.6% | +8.8% |
| 1Y | +32.4% | +120.6% | -88.2% | +21.7% |
| 3Y | +50.0% | +562.1% | -512.1% | +17.2% |
| 5Y | +172.9% | +954.5% | -781.6% | +93.9% |
| All | +349.0% | +608.3% | -259.3% | +209.5% |
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