+75.4%
VEA vs SEI
+594.6%
-519.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.7% |
| 7D | -1.5% | +22.6% | -24.0% | -3.0% |
| 30D | -0.8% | +9.1% | -9.9% | -1.6% |
| 3M | +2.5% | -11.3% | +13.8% | +2.7% |
| 6M | +11.1% | +22.0% | -10.9% | +8.8% |
| YTD | +17.2% | +47.3% | -30.1% | +13.0% |
| 1Y | +24.5% | +124.8% | -100.3% | +16.7% |
| 3Y | +75.4% | +591.3% | -515.8% | +47.2% |
| All | +75.4% | +594.6% | -519.1% | +47.2% |
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 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