+636.3%
VGT vs SEI
+644.4%
-8.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | +0.5% |
| 7D | -0.2% | +22.6% | -22.7% | -3.3% |
| 30D | -0.4% | +9.1% | -9.5% | -2.1% |
| 3M | +4.4% | -11.3% | +15.8% | +5.1% |
| 6M | +32.1% | +22.0% | +10.0% | +26.3% |
| YTD | +28.8% | +47.3% | -18.5% | +19.1% |
| 1Y | +35.3% | +124.8% | -89.4% | +17.2% |
| 3Y | +124.8% | +591.3% | -466.5% | +55.6% |
| 5Y | +137.9% | +1,008.2% | -870.3% | +46.7% |
| All | +636.3% | +644.4% | -8.1% | +341.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling