+148.3%
VLO vs SEI
+147.4%
+0.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -0.7% |
| 7D | +4.0% | +20.7% | -16.7% | +3.3% |
| 30D | +19.0% | +9.1% | +9.9% | +18.5% |
| 3M | +50.0% | -6.0% | +56.0% | +48.8% |
| 6M | +79.1% | +18.9% | +60.2% | +75.0% |
| YTD | +140.3% | +40.1% | +100.1% | +130.7% |
| 1Y | +148.3% | +120.6% | +27.7% | +140.9% |
| All | +148.3% | +147.4% | +0.9% | +140.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling