+646.6%
SEI vs VO
+168.0%
+478.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.6% | +16.9% | +17.1% |
| 7D | +28.8% | +0.6% | +28.2% | +27.6% |
| 30D | +10.4% | -1.1% | +11.4% | +12.0% |
| 3M | -11.4% | +4.5% | -16.0% | -16.1% |
| 6M | +31.2% | +11.1% | +20.1% | +15.2% |
| YTD | +39.7% | +13.5% | +26.2% | +20.0% |
| 1Y | +149.0% | +14.5% | +134.5% | +113.1% |
| 3Y | +560.2% | +58.1% | +502.1% | +296.6% |
| 5Y | +955.7% | +43.3% | +912.4% | +604.9% |
| All | +646.6% | +168.0% | +478.6% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling