+38.4%
VFC vs SEI
+35.9%
+2.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.3% |
| 7D | +1.6% | +10.5% | -8.8% | +1.2% |
| 30D | +25.5% | -8.0% | +33.5% | +25.3% |
| 3M | +41.3% | +6.7% | +34.5% | +38.8% |
| 6M | +22.2% | -17.0% | +39.2% | +21.3% |
| YTD | +16.4% | +39.7% | -23.3% | +4.9% |
| 1Y | +38.4% | +43.2% | -4.8% | +23.8% |
| All | +38.4% | +35.9% | +2.5% | +23.8% |
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