+591.3%
SEI vs VEU
+73.8%
+517.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +3.3% |
| 7D | +22.6% | -1.4% | +24.0% | +25.6% |
| 30D | +9.1% | -0.4% | +9.5% | +9.9% |
| 3M | -11.3% | +2.5% | -13.9% | -13.8% |
| 6M | +22.0% | +11.1% | +10.9% | +4.3% |
| YTD | +47.3% | +16.5% | +30.8% | +17.3% |
| 1Y | +124.8% | +22.9% | +101.8% | +66.1% |
| 3Y | +591.3% | +73.4% | +517.9% | +220.3% |
| All | +591.3% | +73.8% | +517.5% | +220.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling