+686.9%
SEI vs VRSN
+233.7%
+453.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.8% |
| 7D | +22.6% | +0.2% | +22.4% | +22.4% |
| 30D | +9.1% | +3.8% | +5.3% | +7.9% |
| 3M | -11.3% | +5.0% | -16.3% | -13.3% |
| 6M | +22.0% | +24.9% | -2.8% | +12.0% |
| YTD | +47.3% | +21.6% | +25.7% | +35.3% |
| 1Y | +124.8% | +2.4% | +122.3% | +118.9% |
| 3Y | +591.3% | +47.3% | +543.9% | +476.9% |
| 5Y | +1,008.2% | +34.7% | +973.5% | +825.8% |
| All | +686.9% | +233.7% | +453.2% | +332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling