+174.3%
SEI vs VLTO
-10.6%
+184.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +5.4% |
| 7D | +28.2% | -2.6% | +30.8% | +27.0% |
| 30D | +15.5% | -2.5% | +17.9% | +14.6% |
| 3M | -1.4% | +10.1% | -11.5% | -1.2% |
| 6M | +37.4% | +1.0% | +36.4% | +43.1% |
| YTD | +47.8% | -4.8% | +52.6% | +59.1% |
| 1Y | +174.3% | -9.3% | +183.6% | +202.2% |
| All | +174.3% | -10.6% | +184.9% | +202.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling