+585.7%
SEI vs VLTO
+56.3%
+529.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -10.8% | +1.6% | -12.4% | -10.9% |
| 30D | -19.0% | +22.0% | -41.0% | -20.2% |
| 3M | +5.8% | +21.9% | -16.1% | +4.2% |
| 6M | -14.9% | +36.5% | -51.4% | -19.6% |
| YTD | +35.4% | +19.0% | +16.4% | +35.6% |
| 1Y | +23.9% | +21.0% | +2.9% | +23.1% |
| 3Y | +661.3% | +69.9% | +591.4% | +568.2% |
| All | +585.7% | +56.3% | +529.4% | +497.3% |
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