+177.9%
ROIV vs SEI
+105.8%
+72.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -1.9% | +1.1% |
| 7D | +0.6% | +10.2% | -9.6% | -0.7% |
| 30D | +1.0% | -1.0% | +2.0% | +0.8% |
| 3M | +18.3% | -27.9% | +46.2% | +21.3% |
| 6M | +18.3% | +10.4% | +7.9% | +14.7% |
| YTD | +61.0% | +20.1% | +40.8% | +54.8% |
| 1Y | +177.9% | +109.7% | +68.2% | +162.8% |
| All | +177.9% | +105.8% | +72.0% | +162.8% |
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