+44.4%
VRTX vs SEI
+696.4%
-652.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -0.2% |
| 7D | -0.4% | +12.4% | -12.8% | -0.5% |
| 30D | +7.9% | -18.3% | +26.2% | +8.1% |
| 3M | +3.3% | +10.4% | -7.2% | +2.8% |
| 6M | +25.7% | -12.9% | +38.6% | +25.6% |
| YTD | +20.7% | +41.8% | -21.2% | +18.5% |
| 1Y | +27.4% | +30.3% | -2.8% | +25.3% |
| All | +44.4% | +696.4% | -652.1% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling