+508.4%
SEI vs VLTO
+27.2%
+481.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.6% | +5.0% | +3.7% |
| 7D | +10.2% | -2.3% | +12.5% | +10.6% |
| 30D | -1.0% | -0.9% | -0.2% | -0.9% |
| 3M | -27.9% | +13.8% | -41.7% | -31.4% |
| 6M | +10.4% | +2.0% | +8.4% | +9.6% |
| YTD | +20.1% | -3.2% | +23.3% | +22.2% |
| 1Y | +109.7% | -9.2% | +118.9% | +118.4% |
| All | +508.4% | +27.2% | +481.2% | +438.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling