+42.1%
VRTX vs TEL
+79.6%
-37.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | -1.6% | +4.5% | -6.1% | -2.2% |
| 30D | +8.0% | +2.9% | +5.1% | +7.4% |
| 3M | +4.3% | +1.1% | +3.2% | +3.7% |
| 6M | +18.9% | +5.0% | +13.9% | +17.1% |
| YTD | +18.8% | -3.9% | +22.7% | +18.2% |
| 1Y | +24.0% | -7.4% | +31.4% | +24.1% |
| 3Y | +42.1% | +81.0% | -38.8% | +31.9% |
| All | +42.1% | +79.6% | -37.5% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling