-46.3%
VFC vs SEI
+605.9%
-652.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.4% |
| 7D | +1.6% | +10.5% | -8.8% | -0.3% |
| 30D | +25.5% | -8.0% | +33.5% | +25.3% |
| 3M | +41.3% | +6.7% | +34.5% | +35.3% |
| 6M | +22.2% | -17.0% | +39.2% | +20.7% |
| YTD | +16.4% | +39.7% | -23.3% | +0.9% |
| 1Y | +38.4% | +43.2% | -4.8% | +18.7% |
| 3Y | +56.2% | +676.3% | -620.1% | -18.5% |
| 5Y | -68.2% | +891.0% | -959.2% | -85.4% |
| All | -46.3% | +605.9% | -652.2% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling