+586.7%
SEI vs VLTO
+69.5%
+517.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.5% | +13.8% | +14.3% |
| 7D | -18.3% | +5.4% | -23.7% | -18.4% |
| 30D | -24.4% | +22.3% | -46.8% | -25.5% |
| 3M | +1.5% | +19.6% | -18.1% | +0.4% |
| 6M | -25.1% | +35.2% | -60.3% | -29.3% |
| YTD | +26.4% | +17.9% | +8.6% | +27.3% |
| 1Y | +8.9% | +19.5% | -10.6% | +8.9% |
| 3Y | +586.7% | +73.9% | +512.7% | +449.0% |
| All | +586.7% | +69.5% | +517.2% | +449.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling