+557.7%
SEI vs VRSN
+42.7%
+515.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -5.9% | -5.1% |
| 7D | +20.7% | -1.5% | +22.2% | +20.4% |
| 30D | +9.1% | +0.7% | +8.4% | +9.5% |
| 3M | -6.0% | +0.6% | -6.6% | -4.5% |
| 6M | +18.9% | +21.7% | -2.8% | +19.1% |
| YTD | +40.1% | +20.0% | +20.1% | +40.7% |
| 1Y | +120.6% | +3.2% | +117.5% | +131.1% |
| All | +557.7% | +42.7% | +515.0% | +497.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling