+67.1%
V vs SEI
+924.7%
-857.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +16.3% | -18.0% | -2.3% |
| 7D | -1.1% | +28.8% | -29.9% | -2.1% |
| 30D | +1.9% | +10.4% | -8.5% | +1.4% |
| 3M | +15.5% | -11.4% | +27.0% | +15.6% |
| 6M | +16.6% | +31.2% | -14.6% | +13.7% |
| YTD | +5.7% | +39.7% | -34.0% | +2.3% |
| 1Y | +8.6% | +149.0% | -140.4% | +0.2% |
| 3Y | +52.5% | +560.2% | -507.7% | +25.9% |
| 5Y | +67.1% | +955.7% | -888.6% | +24.7% |
| All | +67.1% | +924.7% | -857.5% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling