+177.1%
VRTX vs SEI
+1,021.5%
-844.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.8% | -7.3% | -1.6% |
| 7D | -6.4% | +28.2% | -34.6% | -7.2% |
| 30D | -0.5% | +15.5% | -16.0% | -1.1% |
| 3M | +16.9% | -1.4% | +18.3% | +16.6% |
| 6M | +13.1% | +37.4% | -24.3% | +11.0% |
| YTD | +14.9% | +47.8% | -32.9% | +12.3% |
| 1Y | +31.4% | +174.3% | -142.9% | +25.2% |
| 3Y | +51.9% | +598.5% | -546.6% | +33.9% |
| 5Y | +177.1% | +1,026.2% | -849.2% | +139.3% |
| All | +177.1% | +1,021.5% | -844.5% | +139.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling