+646.6%
SEI vs VRSN
+221.7%
+424.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -3.4% | +19.7% | +17.1% |
| 7D | +28.8% | -2.1% | +31.0% | +29.3% |
| 30D | +10.4% | -3.9% | +14.3% | +11.1% |
| 3M | -11.4% | -0.1% | -11.3% | -12.4% |
| 6M | +31.2% | +16.4% | +14.8% | +22.6% |
| YTD | +39.7% | +17.2% | +22.5% | +29.4% |
| 1Y | +149.0% | +1.0% | +148.0% | +142.3% |
| 3Y | +560.2% | +39.1% | +521.1% | +459.9% |
| 5Y | +955.7% | +29.0% | +926.7% | +791.9% |
| All | +646.6% | +221.7% | +424.8% | +313.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling