+646.6%
SEI vs VOO
+272.6%
+373.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.6% | +16.8% | +17.0% |
| 7D | +28.8% | +0.5% | +28.3% | +27.8% |
| 30D | +10.4% | -0.9% | +11.3% | +11.7% |
| 3M | -11.4% | +3.9% | -15.3% | -14.9% |
| 6M | +31.2% | +14.5% | +16.6% | +11.3% |
| YTD | +39.7% | +13.0% | +26.8% | +21.6% |
| 1Y | +149.0% | +19.4% | +129.5% | +104.4% |
| 3Y | +560.2% | +78.9% | +481.3% | +250.7% |
| 5Y | +955.7% | +82.3% | +873.4% | +441.2% |
| All | +646.6% | +272.6% | +373.9% | +63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling