+268.6%
IVV vs SEI
+608.3%
-339.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | 0.0% |
| 7D | -2.0% | +20.7% | -22.7% | -4.3% |
| 30D | -1.6% | +9.1% | -10.8% | -3.0% |
| 3M | +4.8% | -6.0% | +10.7% | +4.3% |
| 6M | +12.6% | +18.9% | -6.4% | +8.3% |
| YTD | +11.8% | +40.1% | -28.4% | +4.7% |
| 1Y | +17.6% | +120.6% | -103.1% | +3.0% |
| 3Y | +77.0% | +562.1% | -485.1% | +24.0% |
| 5Y | +82.6% | +954.5% | -871.9% | +13.4% |
| All | +268.6% | +608.3% | -339.7% | +122.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling