+609.6%
SEI vs VLTO
+23.4%
+586.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -3.9% | -5.0% |
| 7D | +20.7% | -4.5% | +25.2% | +21.4% |
| 30D | +9.1% | -4.6% | +13.7% | +9.8% |
| 3M | -6.0% | +13.3% | -19.3% | -10.9% |
| 6M | +18.9% | +2.1% | +16.8% | +17.1% |
| YTD | +40.1% | -6.1% | +46.2% | +43.1% |
| 1Y | +120.6% | -11.4% | +132.0% | +130.0% |
| All | +609.6% | +23.4% | +586.2% | +530.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling