+8.2%
SEI vs VIK
+55.4%
-47.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +6.2% | -23.1% | -19.0% |
| 7D | -16.4% | +5.4% | -21.8% | -18.4% |
| 30D | -22.9% | +12.5% | -35.4% | -26.7% |
| 3M | -0.3% | -15.2% | +14.9% | +5.8% |
| 6M | -22.3% | +15.4% | -37.7% | -27.6% |
| YTD | +26.2% | +27.7% | -1.5% | +8.2% |
| 1Y | +8.2% | +59.7% | -51.5% | -11.9% |
| All | +8.2% | +55.4% | -47.2% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling