+425.8%
VRTX vs TEL
+301.8%
+124.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | -7.8% | -2.3% | -5.5% | -7.1% |
| 30D | -2.8% | -6.1% | +3.2% | -1.2% |
| 3M | +18.1% | +1.7% | +16.4% | +16.9% |
| 6M | +3.1% | +1.6% | +1.5% | +1.4% |
| YTD | +13.5% | -9.1% | +22.6% | +15.0% |
| 1Y | +32.4% | -1.7% | +34.1% | +30.2% |
| 3Y | +50.0% | +67.3% | -17.3% | +21.2% |
| 5Y | +172.9% | +52.1% | +120.8% | +122.9% |
| All | +425.8% | +301.8% | +124.0% | +146.7% |
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