+648.5%
SEI vs VLTO
+25.1%
+623.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +5.9% |
| 7D | +28.2% | -2.6% | +30.8% | +28.7% |
| 30D | +15.5% | -2.5% | +17.9% | +15.8% |
| 3M | -1.4% | +10.1% | -11.5% | -5.2% |
| 6M | +37.4% | +1.0% | +36.4% | +36.3% |
| YTD | +47.8% | -4.8% | +52.6% | +50.6% |
| 1Y | +174.3% | -9.3% | +183.6% | +184.4% |
| All | +648.5% | +25.1% | +623.4% | +563.8% |
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