+689.9%
SEI vs VIG
+211.1%
+478.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +6.5% |
| 7D | +28.2% | -1.2% | +29.4% | +30.0% |
| 30D | +15.5% | -2.8% | +18.3% | +19.9% |
| 3M | -1.4% | +2.5% | -3.8% | -4.8% |
| 6M | +37.4% | +8.1% | +29.3% | +23.5% |
| YTD | +47.8% | +9.6% | +38.3% | +31.1% |
| 1Y | +174.3% | +14.2% | +160.1% | +132.5% |
| 3Y | +598.5% | +56.1% | +542.4% | +312.8% |
| 5Y | +1,026.2% | +62.8% | +963.4% | +525.8% |
| All | +689.9% | +211.1% | +478.7% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling