+9.5%
V vs SEI
+147.4%
-138.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | -0.4% |
| 7D | -3.0% | +20.7% | -23.7% | -1.8% |
| 30D | +1.2% | +9.1% | -7.9% | +1.9% |
| 3M | +13.9% | -6.0% | +19.9% | +14.0% |
| 6M | +17.2% | +18.9% | -1.7% | +17.4% |
| YTD | +5.3% | +40.1% | -34.8% | +5.6% |
| 1Y | +9.5% | +120.6% | -111.2% | +11.2% |
| All | +9.5% | +147.4% | -138.0% | +11.2% |
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