+83.1%
SEIC vs VT
+57.5%
+25.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +2.1% |
| 7D | +4.7% | -0.1% | +4.8% | +4.8% |
| 30D | +5.4% | -3.1% | +8.5% | +8.5% |
| 3M | +5.4% | -3.5% | +8.9% | +8.8% |
| 6M | +21.8% | +0.5% | +21.3% | +20.5% |
| YTD | +35.4% | +10.8% | +24.6% | +21.3% |
| 1Y | +34.6% | +11.9% | +22.7% | +19.4% |
| 3Y | +102.7% | +73.0% | +29.7% | +17.8% |
| 5Y | +83.1% | +58.6% | +24.5% | +17.8% |
| All | +83.1% | +57.5% | +25.6% | +17.8% |
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