+82.2%
IVV vs SEI
+924.7%
-842.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +16.3% | -16.9% | -2.0% |
| 7D | +0.5% | +28.8% | -28.3% | -1.9% |
| 30D | -1.0% | +10.4% | -11.3% | -2.1% |
| 3M | +3.9% | -11.4% | +15.3% | +4.1% |
| 6M | +14.5% | +31.2% | -16.7% | +10.2% |
| YTD | +12.9% | +39.7% | -26.8% | +7.6% |
| 1Y | +19.4% | +149.0% | -129.6% | +7.0% |
| 3Y | +78.8% | +560.2% | -481.4% | +38.9% |
| 5Y | +82.2% | +955.7% | -873.5% | +32.2% |
| All | +82.2% | +924.7% | -842.5% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling