+377.3%
VRTX vs SEI
+616.9%
-239.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -0.5% |
| 7D | -0.4% | +12.4% | -12.8% | -1.2% |
| 30D | +7.9% | -18.3% | +26.2% | +8.7% |
| 3M | +3.3% | +10.4% | -7.2% | +1.5% |
| 6M | +25.7% | -12.9% | +38.6% | +24.9% |
| YTD | +20.7% | +41.8% | -21.2% | +14.7% |
| 1Y | +27.4% | +30.3% | -2.8% | +21.6% |
| 3Y | +46.4% | +697.3% | -650.9% | +11.4% |
| 5Y | +194.3% | +877.0% | -682.6% | +110.3% |
| All | +377.3% | +616.9% | -239.6% | +226.3% |
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 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