-38.0%
VG vs SEI
+92.0%
-130.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +16.3% | -14.1% | -1.1% |
| 7D | -2.5% | +28.8% | -31.4% | -7.6% |
| 30D | +11.1% | +10.4% | +0.7% | +8.3% |
| 3M | +14.9% | -11.4% | +26.3% | +15.3% |
| 6M | +18.4% | +31.2% | -12.8% | +5.7% |
| YTD | +116.6% | +39.7% | +76.9% | +86.1% |
| 1Y | +9.4% | +149.0% | -139.6% | -25.1% |
| All | -38.0% | +92.0% | -130.0% | -56.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling