+327.0%
V vs SEI
+644.4%
-317.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.4% |
| 7D | -1.2% | +22.6% | -23.8% | -3.2% |
| 30D | +3.1% | +9.1% | -6.0% | +1.9% |
| 3M | +16.3% | -11.3% | +27.7% | +16.5% |
| 6M | +20.4% | +22.0% | -1.6% | +15.6% |
| YTD | +6.3% | +47.3% | -41.0% | -0.8% |
| 1Y | +8.7% | +124.8% | -116.1% | -4.4% |
| 3Y | +53.3% | +591.3% | -538.0% | +7.1% |
| 5Y | +71.1% | +1,008.2% | -937.1% | +4.4% |
| All | +327.0% | +644.4% | -317.4% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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