+593.8%
SEI vs VO
+56.0%
+537.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +7.4% |
| 7D | +28.2% | -0.6% | +28.8% | +29.3% |
| 30D | +15.5% | -1.9% | +17.4% | +19.8% |
| 3M | -1.4% | +3.3% | -4.6% | -6.9% |
| 6M | +37.4% | +9.7% | +27.7% | +16.0% |
| YTD | +47.8% | +12.6% | +35.2% | +19.5% |
| 1Y | +174.3% | +13.6% | +160.7% | +120.0% |
| All | +593.8% | +56.0% | +537.8% | +263.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling