+901.7%
SEI vs VT
+58.5%
+843.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.5% |
| 7D | +27.6% | +2.9% | +24.7% | +22.2% |
| 30D | -17.1% | -2.5% | -14.6% | -13.0% |
| 3M | +4.6% | -3.3% | +7.9% | +11.5% |
| 6M | -15.1% | +1.5% | -16.6% | -14.7% |
| YTD | +41.2% | +11.4% | +29.8% | +24.7% |
| 1Y | +37.5% | +11.9% | +25.6% | +21.5% |
| 3Y | +693.7% | +73.9% | +619.8% | +331.6% |
| 5Y | +901.7% | +57.9% | +843.9% | +487.3% |
| All | +901.7% | +58.5% | +843.2% | +487.3% |
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