+689.9%
SEI vs VEU
+126.8%
+563.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +6.9% |
| 7D | +28.2% | +0.3% | +27.9% | +27.5% |
| 30D | +15.5% | +0.7% | +14.8% | +14.3% |
| 3M | -1.4% | +4.7% | -6.1% | -6.0% |
| 6M | +37.4% | +11.6% | +25.8% | +19.6% |
| YTD | +47.8% | +16.8% | +31.0% | +21.4% |
| 1Y | +174.3% | +24.9% | +149.4% | +107.3% |
| 3Y | +598.5% | +75.7% | +522.7% | +236.0% |
| 5Y | +1,026.2% | +56.1% | +970.1% | +541.0% |
| All | +689.9% | +126.8% | +563.0% | +183.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling