+470.4%
VRTX vs TEL
+283.7%
+186.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.5% |
| 7D | -1.6% | +4.5% | -6.1% | -2.8% |
| 30D | +8.0% | +2.9% | +5.1% | +6.8% |
| 3M | +4.3% | +1.1% | +3.2% | +3.3% |
| 6M | +18.9% | +5.0% | +13.9% | +15.9% |
| YTD | +18.8% | -3.9% | +22.7% | +17.8% |
| 1Y | +24.0% | -7.4% | +31.4% | +24.1% |
| 3Y | +42.1% | +81.0% | -38.8% | +12.2% |
| 5Y | +187.6% | +42.3% | +145.3% | +141.8% |
| All | +470.4% | +283.7% | +186.7% | +237.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling