+124.8%
SEI vs VIK
+34.6%
+90.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +3.9% | +4.6% |
| 7D | +22.6% | -0.9% | +23.5% | +23.1% |
| 30D | +9.1% | -18.4% | +27.5% | +17.8% |
| 3M | -11.3% | -8.8% | -2.6% | -8.3% |
| 6M | +22.0% | +17.1% | +4.9% | +11.7% |
| YTD | +47.3% | +19.0% | +28.2% | +32.4% |
| 1Y | +124.8% | +30.1% | +94.6% | +104.8% |
| All | +124.8% | +34.6% | +90.2% | +104.8% |
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