+659.3%
SEI vs VIK
+221.3%
+438.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.0% | -4.6% |
| 7D | +20.7% | -1.8% | +22.5% | +21.8% |
| 30D | +9.1% | -17.3% | +26.4% | +19.2% |
| 3M | -6.0% | -5.1% | -0.9% | -3.7% |
| 6M | +18.9% | +16.2% | +2.7% | +7.9% |
| YTD | +40.1% | +17.6% | +22.5% | +25.2% |
| 1Y | +120.6% | +33.5% | +87.1% | +83.3% |
| All | +659.3% | +221.3% | +438.0% | +360.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling