+332.3%
V vs SEI
+507.3%
-175.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.3% |
| 7D | -1.7% | +10.2% | -12.0% | -2.6% |
| 30D | +2.0% | -1.0% | +3.0% | +1.8% |
| 3M | +17.4% | -27.9% | +45.3% | +19.7% |
| 6M | +17.5% | +10.4% | +7.1% | +13.8% |
| YTD | +7.6% | +20.1% | -12.6% | +2.5% |
| 1Y | +7.7% | +109.7% | -102.0% | -5.2% |
| 3Y | +54.7% | +458.6% | -404.0% | +10.4% |
| 5Y | +73.0% | +775.3% | -702.2% | +8.4% |
| All | +332.3% | +507.3% | -175.0% | +155.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling