+898.9%
SEI vs VO
+36.2%
+862.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +10.5% | +3.1% | +7.4% | +6.2% |
| 30D | -8.0% | +2.2% | -10.2% | -10.4% |
| 3M | +6.7% | -2.5% | +9.2% | +11.2% |
| 6M | -17.0% | +7.0% | -24.0% | -23.2% |
| YTD | +39.7% | +14.0% | +25.7% | +19.9% |
| 1Y | +43.2% | +15.6% | +27.5% | +21.2% |
| 3Y | +676.3% | +66.2% | +610.2% | +371.7% |
| All | +898.9% | +36.2% | +862.7% | +609.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling