+52.5%
V vs SEI
+565.9%
-513.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +16.3% | -18.0% | -1.9% |
| 7D | -1.1% | +28.8% | -29.9% | -1.4% |
| 30D | +1.9% | +10.4% | -8.5% | +1.7% |
| 3M | +15.5% | -11.4% | +27.0% | +15.6% |
| 6M | +16.6% | +31.2% | -14.6% | +14.8% |
| YTD | +5.7% | +39.7% | -34.0% | +3.5% |
| 1Y | +8.6% | +149.0% | -140.4% | +2.7% |
| 3Y | +52.5% | +560.2% | -507.7% | +37.9% |
| All | +52.5% | +565.9% | -513.4% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling