+376.5%
VRTX vs SEI
+507.3%
-130.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.4% | -5.6% | -2.4% |
| 7D | +0.8% | +10.2% | -9.4% | +0.1% |
| 30D | +12.6% | -1.0% | +13.7% | +12.6% |
| 3M | +23.6% | -27.9% | +51.6% | +25.6% |
| 6M | +14.3% | +10.4% | +3.9% | +11.9% |
| YTD | +20.5% | +20.1% | +0.3% | +16.8% |
| 1Y | +37.6% | +109.7% | -72.1% | +26.8% |
| 3Y | +55.5% | +458.6% | -403.1% | +23.2% |
| 5Y | +175.7% | +775.3% | -599.5% | +99.2% |
| All | +376.5% | +507.3% | -130.7% | +232.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling