+80.3%
IVV vs SEI
+668.7%
-588.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.4% | -6.0% | +1.7% |
| 7D | +0.1% | -4.3% | +4.4% | +0.1% |
| 30D | -3.3% | -18.0% | +14.7% | -2.4% |
| 3M | -2.4% | +8.2% | -10.6% | -3.9% |
| 6M | +2.6% | -13.9% | +16.5% | +2.2% |
| YTD | +11.3% | +37.0% | -25.7% | +6.0% |
| 1Y | +13.4% | +24.5% | -11.1% | +8.6% |
| 3Y | +80.3% | +681.1% | -600.8% | +48.4% |
| All | +80.3% | +668.7% | -588.4% | +48.4% |
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