+782.3%
SEI vs VT
+66.2%
+716.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.5% | +3.5% |
| 7D | +10.2% | +0.4% | +9.8% | +9.5% |
| 30D | -1.0% | +1.0% | -2.0% | -2.4% |
| 3M | -27.9% | +2.4% | -30.3% | -29.3% |
| 6M | +10.4% | +12.0% | -1.6% | -5.4% |
| YTD | +20.1% | +15.3% | +4.8% | -0.5% |
| 1Y | +109.7% | +22.6% | +87.1% | +61.2% |
| 3Y | +458.6% | +74.7% | +384.0% | +192.9% |
| All | +782.3% | +66.2% | +716.1% | +377.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling