+954.5%
SEI vs VSAT
+50.0%
+904.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.5% | -7.7% | -5.7% |
| 7D | +20.7% | +3.4% | +17.2% | +19.7% |
| 30D | +9.1% | -12.2% | +21.4% | +12.2% |
| 3M | -6.0% | +20.6% | -26.6% | -9.8% |
| 6M | +18.9% | +60.2% | -41.2% | +6.4% |
| YTD | +40.1% | +115.3% | -75.1% | +18.8% |
| 1Y | +120.6% | +154.6% | -33.9% | +81.5% |
| 3Y | +562.1% | +211.2% | +351.0% | +376.6% |
| 5Y | +954.5% | +52.7% | +901.8% | +709.4% |
| All | +954.5% | +50.0% | +904.5% | +709.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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