-79.0%
VFC vs SEI
+1,021.5%
-1,100.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.8% | -8.0% | -3.1% |
| 7D | -2.3% | +28.2% | -30.6% | -6.4% |
| 30D | -13.4% | +15.5% | -28.8% | -15.8% |
| 3M | -23.7% | -1.4% | -22.3% | -24.8% |
| 6M | -24.5% | +37.4% | -61.9% | -30.6% |
| YTD | -27.8% | +47.8% | -75.7% | -35.2% |
| 1Y | -13.5% | +174.3% | -187.8% | -32.3% |
| 3Y | -27.1% | +598.5% | -625.6% | -55.0% |
| 5Y | -79.0% | +1,026.2% | -1,105.2% | -88.5% |
| All | -79.0% | +1,021.5% | -1,100.6% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling