+337.3%
ROIV vs SEI
+565.5%
-228.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +14.3% | -8.1% | +4.6% |
| 7D | +5.3% | -18.3% | +23.6% | +7.1% |
| 30D | +11.9% | -24.4% | +36.3% | +14.3% |
| 3M | +10.7% | +1.5% | +9.2% | +9.1% |
| 6M | +34.9% | -25.1% | +60.0% | +35.6% |
| YTD | +79.2% | +26.4% | +52.7% | +70.8% |
| 1Y | +89.0% | +8.9% | +80.1% | +81.6% |
| 3Y | +337.3% | +586.7% | -249.3% | +241.4% |
| All | +337.3% | +565.5% | -228.1% | +241.4% |
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