+954.7%
SEI vs VOO
+82.8%
+871.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.2% | +3.9% |
| 7D | +22.6% | -0.8% | +23.4% | +23.9% |
| 30D | +9.1% | -1.1% | +10.2% | +10.8% |
| 3M | -11.3% | +3.9% | -15.2% | -15.2% |
| 6M | +22.0% | +13.6% | +8.4% | +3.8% |
| YTD | +47.3% | +12.7% | +34.6% | +27.6% |
| 1Y | +124.8% | +17.6% | +107.2% | +86.5% |
| 3Y | +591.3% | +77.3% | +514.0% | +292.1% |
| All | +954.7% | +82.8% | +871.9% | +457.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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