-44.6%
VG vs SEI
+91.9%
-136.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +14.0% | +10.5% | +3.5% | +11.6% |
| 30D | -1.0% | -8.0% | +7.0% | 0.0% |
| 3M | -2.7% | +6.7% | -9.4% | -5.6% |
| 6M | +1.5% | -17.0% | +18.5% | +2.0% |
| YTD | +93.7% | +39.7% | +54.0% | +64.6% |
| 1Y | +68.5% | +43.2% | +25.4% | +40.8% |
| All | -44.6% | +91.9% | -136.5% | -61.9% |
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 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