+557.7%
SEI vs VIG
+54.7%
+503.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.3% |
| 7D | +20.7% | -2.2% | +22.9% | +25.9% |
| 30D | +9.1% | -3.2% | +12.3% | +16.3% |
| 3M | -6.0% | +3.0% | -9.0% | -12.1% |
| 6M | +18.9% | +8.1% | +10.8% | +0.8% |
| YTD | +40.1% | +9.1% | +31.1% | +17.3% |
| 1Y | +120.6% | +12.6% | +108.1% | +75.0% |
| All | +557.7% | +54.7% | +503.0% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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