+12.8%
VG vs SEI
+105.8%
-93.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.9% | -0.6% |
| 7D | +1.7% | +10.2% | -8.6% | +1.2% |
| 30D | +16.0% | -1.0% | +17.0% | +16.0% |
| 3M | +9.7% | -27.9% | +37.7% | +11.1% |
| 6M | +29.6% | +10.4% | +19.2% | +26.8% |
| YTD | +112.0% | +20.1% | +91.9% | +102.3% |
| 1Y | +12.8% | +109.7% | -96.9% | +1.4% |
| All | +12.8% | +105.8% | -93.0% | +1.4% |
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