+954.5%
SEI vs VRSN
+32.1%
+922.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -5.9% | -5.2% |
| 7D | +20.7% | -1.5% | +22.2% | +20.7% |
| 30D | +9.1% | +0.7% | +8.4% | +9.1% |
| 3M | -6.0% | +0.6% | -6.6% | -5.7% |
| 6M | +18.9% | +21.7% | -2.8% | +15.3% |
| YTD | +40.1% | +20.0% | +20.1% | +35.8% |
| 1Y | +120.6% | +3.2% | +117.5% | +121.9% |
| 3Y | +562.1% | +42.4% | +519.8% | +498.3% |
| 5Y | +954.5% | +33.0% | +921.5% | +803.0% |
| All | +954.5% | +32.1% | +922.4% | +803.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling