+55.6%
VFC vs SEI
+18.6%
+37.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -16.9% | +21.4% | +5.0% |
| 7D | +21.5% | -16.4% | +37.9% | +22.0% |
| 30D | +46.7% | -22.9% | +69.6% | +47.7% |
| 3M | +38.4% | -0.3% | +38.7% | +36.4% |
| 6M | +15.2% | -22.3% | +37.5% | +14.4% |
| YTD | +17.8% | +26.2% | -8.3% | +8.8% |
| 1Y | +55.6% | +8.2% | +47.4% | +47.6% |
| All | +55.6% | +18.6% | +37.0% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling