+221.3%
ROIV vs SEI
+139.3%
+82.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +16.3% | +2.5% | +15.9% |
| 7D | +20.2% | +28.8% | -8.7% | +15.7% |
| 30D | +14.1% | +10.4% | +3.8% | +11.9% |
| 3M | +45.6% | -11.4% | +57.0% | +44.9% |
| 6M | +44.1% | +31.2% | +12.9% | +36.0% |
| YTD | +91.2% | +39.7% | +51.4% | +79.4% |
| 1Y | +221.3% | +149.0% | +72.3% | +197.1% |
| All | +221.3% | +139.3% | +82.0% | +197.1% |
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