-20.7%
VFC vs SEI
+558.9%
-579.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +16.3% | -18.1% | -4.4% |
| 7D | +0.8% | +28.8% | -28.0% | -3.3% |
| 30D | -11.9% | +10.4% | -22.3% | -13.7% |
| 3M | -20.2% | -11.4% | -8.7% | -19.9% |
| 6M | -23.0% | +31.2% | -54.2% | -28.8% |
| YTD | -26.2% | +39.7% | -65.9% | -33.2% |
| 1Y | -13.3% | +149.0% | -162.3% | -31.5% |
| All | -20.7% | +558.9% | -579.6% | -50.1% |
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