+25.0%
V vs SEI
+28.9%
-3.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -0.4% |
| 7D | -0.4% | +27.6% | -28.0% | +1.3% |
| 30D | +6.3% | -17.1% | +23.4% | +5.4% |
| 3M | +17.2% | +4.6% | +12.6% | +18.4% |
| 6M | +29.2% | -15.1% | +44.3% | +29.5% |
| YTD | +20.8% | +41.2% | -20.4% | +21.5% |
| 1Y | +25.0% | +37.5% | -12.5% | +24.8% |
| All | +25.0% | +28.9% | -3.9% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling