+635.2%
VGT vs SEI
+647.2%
-12.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.8% | -5.9% | -1.0% |
| 7D | +1.5% | +28.2% | -26.8% | -2.3% |
| 30D | +0.5% | +15.5% | -14.9% | -2.0% |
| 3M | +5.3% | -1.4% | +6.6% | +4.3% |
| 6M | +32.4% | +37.4% | -5.0% | +24.5% |
| YTD | +28.6% | +47.8% | -19.2% | +18.9% |
| 1Y | +37.6% | +174.3% | -136.7% | +15.7% |
| 3Y | +125.5% | +598.5% | -473.0% | +55.9% |
| 5Y | +135.2% | +1,026.2% | -891.0% | +44.7% |
| All | +635.2% | +647.2% | -12.0% | +340.9% |
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 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