+439.2%
RVMD vs SEI
+105.8%
+333.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -0.8% |
| 7D | +1.0% | +10.2% | -9.2% | -0.1% |
| 30D | +6.4% | -1.0% | +7.5% | +6.5% |
| 3M | +34.9% | -27.9% | +62.8% | +37.3% |
| 6M | +107.6% | +10.4% | +97.2% | +107.7% |
| YTD | +163.7% | +20.1% | +143.5% | +163.6% |
| 1Y | +439.2% | +109.7% | +329.5% | +429.5% |
| All | +439.2% | +105.8% | +333.4% | +429.5% |
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