+280.1%
ROIV vs SEI
+923.1%
-643.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +1.7% | +10.5% | -8.8% | +0.7% |
| 30D | +17.6% | -8.0% | +25.6% | +17.7% |
| 3M | +9.0% | +6.7% | +2.2% | +7.1% |
| 6M | +35.3% | -17.0% | +52.3% | +34.8% |
| YTD | +82.2% | +39.7% | +42.5% | +73.4% |
| 1Y | +92.3% | +43.2% | +49.1% | +82.2% |
| 3Y | +336.8% | +676.3% | -339.5% | +249.8% |
| 5Y | +370.6% | +891.0% | -520.4% | +298.7% |
| All | +280.1% | +923.1% | -643.0% | +233.7% |
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