+232.3%
VIAV vs SEI
+644.4%
-412.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.1% | -1.5% | +2.6% |
| 7D | +11.2% | +22.6% | -11.4% | +6.8% |
| 30D | -10.1% | +9.1% | -19.2% | -11.6% |
| 3M | -22.9% | -11.3% | -11.5% | -21.3% |
| 6M | +28.8% | +22.0% | +6.8% | +24.5% |
| YTD | +117.5% | +47.3% | +70.2% | +103.4% |
| 1Y | +216.1% | +124.8% | +91.3% | +175.4% |
| 3Y | +292.2% | +591.3% | -299.1% | +160.8% |
| 5Y | +141.0% | +1,008.2% | -867.2% | +38.3% |
| All | +232.3% | +644.4% | -412.1% | +80.4% |
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 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