+14.8%
IVV vs SEI
+18.6%
-3.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -16.9% | +18.5% | +2.8% |
| 7D | -0.7% | -16.4% | +15.7% | +0.3% |
| 30D | -1.0% | -22.9% | +21.9% | +0.3% |
| 3M | -0.3% | -0.3% | 0.0% | -1.3% |
| 6M | +7.4% | -22.3% | +29.7% | +7.9% |
| YTD | +13.4% | +26.2% | -12.8% | +7.8% |
| 1Y | +14.8% | +8.2% | +6.6% | +10.5% |
| All | +14.8% | +18.6% | -3.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling