+80.1%
IVV vs SEI
+471.5%
-391.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.9% | -0.7% |
| 7D | +0.1% | +10.2% | -10.1% | -0.7% |
| 30D | +0.1% | -1.0% | +1.1% | 0.0% |
| 3M | +2.0% | -27.9% | +29.9% | +4.0% |
| 6M | +13.0% | +10.4% | +2.7% | +10.9% |
| YTD | +13.6% | +20.1% | -6.5% | +10.3% |
| 1Y | +20.1% | +109.7% | -89.6% | +10.7% |
| All | +80.1% | +471.5% | -391.4% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling