+607.2%
SEI vs VLTO
+56.4%
+550.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | +10.5% | +1.0% | +9.5% | +10.4% |
| 30D | -8.0% | +17.5% | -25.5% | -8.9% |
| 3M | +6.7% | +21.4% | -14.7% | +5.2% |
| 6M | -17.0% | +38.1% | -55.2% | -21.9% |
| YTD | +39.7% | +19.0% | +20.6% | +39.8% |
| 1Y | +43.2% | +20.7% | +22.5% | +42.4% |
| 3Y | +676.3% | +64.3% | +612.1% | +583.4% |
| All | +607.2% | +56.4% | +550.8% | +516.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling