+177.1%
VRTX vs TEL
+50.8%
+126.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -6.4% | +1.2% | -7.6% | -6.7% |
| 30D | -0.5% | -4.1% | +3.6% | +0.3% |
| 3M | +16.9% | -2.6% | +19.5% | +17.2% |
| 6M | +13.1% | 0.0% | +13.1% | +12.0% |
| YTD | +14.9% | -9.1% | +24.0% | +16.1% |
| 1Y | +31.4% | -0.8% | +32.3% | +29.2% |
| 3Y | +51.9% | +67.4% | -15.5% | +27.4% |
| 5Y | +177.1% | +51.8% | +125.3% | +132.1% |
| All | +177.1% | +50.8% | +126.2% | +132.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling