-8.2%
VFC vs SEI
+105.8%
-114.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +2.1% |
| 7D | -1.6% | +10.2% | -11.9% | -2.3% |
| 30D | -11.6% | -1.0% | -10.6% | -11.7% |
| 3M | -18.1% | -27.9% | +9.8% | -17.2% |
| 6M | -27.4% | +10.4% | -37.7% | -29.3% |
| YTD | -24.8% | +20.1% | -45.0% | -27.4% |
| 1Y | -8.2% | +109.7% | -117.9% | -11.6% |
| All | -8.2% | +105.8% | -114.1% | -11.6% |
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