+686.9%
SEI vs VEU
+126.3%
+560.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +3.6% |
| 7D | +22.6% | -1.4% | +24.0% | +25.1% |
| 30D | +9.1% | -0.4% | +9.5% | +9.8% |
| 3M | -11.3% | +2.5% | -13.9% | -13.1% |
| 6M | +22.0% | +11.1% | +10.9% | +6.9% |
| YTD | +47.3% | +16.5% | +30.8% | +21.6% |
| 1Y | +124.8% | +22.9% | +101.8% | +73.8% |
| 3Y | +591.3% | +73.4% | +517.9% | +239.2% |
| 5Y | +1,008.2% | +56.1% | +952.1% | +531.7% |
| All | +686.9% | +126.3% | +560.7% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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