+686.9%
SEI vs VO
+165.4%
+521.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.0% |
| 7D | +22.6% | -1.5% | +24.1% | +25.0% |
| 30D | +9.1% | -3.0% | +12.1% | +13.7% |
| 3M | -11.3% | +2.8% | -14.2% | -14.3% |
| 6M | +22.0% | +10.9% | +11.1% | +7.5% |
| YTD | +47.3% | +12.5% | +34.8% | +28.1% |
| 1Y | +124.8% | +12.0% | +112.8% | +98.0% |
| 3Y | +591.3% | +56.3% | +535.0% | +321.7% |
| 5Y | +1,008.2% | +42.9% | +965.3% | +642.6% |
| All | +686.9% | +165.4% | +521.5% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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