+134.9%
VEA vs SEI
+647.2%
-512.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -1.5% |
| 7D | +0.3% | +28.2% | -27.9% | -2.7% |
| 30D | +0.4% | +15.5% | -15.0% | -1.5% |
| 3M | +4.8% | -1.4% | +6.2% | +3.9% |
| 6M | +11.3% | +37.4% | -26.2% | +5.6% |
| YTD | +17.4% | +47.8% | -30.4% | +9.9% |
| 1Y | +26.2% | +174.3% | -148.1% | +8.8% |
| 3Y | +77.7% | +598.5% | -520.7% | +24.7% |
| 5Y | +60.9% | +1,026.2% | -965.3% | 0.0% |
| All | +134.9% | +647.2% | -512.2% | +41.0% |
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