+52.3%
VRTX vs SEI
+558.9%
-506.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +16.3% | -19.4% | -3.5% |
| 7D | -3.4% | +28.8% | -32.3% | -3.9% |
| 30D | +6.6% | +10.4% | -3.7% | +6.3% |
| 3M | +19.4% | -11.4% | +30.8% | +19.5% |
| 6M | +15.8% | +31.2% | -15.4% | +14.3% |
| YTD | +16.7% | +39.7% | -23.1% | +14.9% |
| 1Y | +33.8% | +149.0% | -115.2% | +30.1% |
| All | +52.3% | +558.9% | -506.6% | +39.0% |
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