+1,899.0%
VRTX vs TEL
+723.0%
+1,176.0%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -2.0% |
| 7D | +0.8% | +3.0% | -2.1% | -0.3% |
| 30D | +12.6% | -3.9% | +16.6% | +14.0% |
| 3M | +23.6% | -5.1% | +28.7% | +25.2% |
| 6M | +14.3% | +0.6% | +13.7% | +12.3% |
| YTD | +20.5% | -7.3% | +27.8% | +21.4% |
| 1Y | +37.6% | +1.1% | +36.4% | +33.4% |
| 3Y | +55.5% | +63.7% | -8.1% | +22.3% |
| 5Y | +175.7% | +50.7% | +125.1% | +118.6% |
| 10Y | +474.2% | +290.2% | +184.0% | +188.2% |
| All | +1,899.0% | +723.0% | +1,176.0% | +616.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling