+632.2%
SEI vs VT
+183.6%
+448.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +4.4% |
| 7D | -4.3% | +0.4% | -4.6% | -4.7% |
| 30D | -18.0% | -2.6% | -15.5% | -14.1% |
| 3M | +8.2% | -3.2% | +11.5% | +14.8% |
| 6M | -13.9% | +0.9% | -14.8% | -12.8% |
| YTD | +37.0% | +11.3% | +25.7% | +21.6% |
| 1Y | +24.5% | +14.0% | +10.5% | +7.4% |
| 3Y | +681.1% | +75.8% | +605.2% | +293.8% |
| 5Y | +787.5% | +57.8% | +729.6% | +416.5% |
| All | +632.2% | +183.6% | +448.7% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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