+614.6%
VLO vs SEI
+1,021.5%
-406.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.8% | -4.2% | +0.8% |
| 7D | +6.2% | +28.2% | -22.0% | +2.3% |
| 30D | +23.5% | +15.5% | +8.0% | +20.5% |
| 3M | +53.9% | -1.4% | +55.2% | +51.7% |
| 6M | +81.7% | +37.4% | +44.2% | +67.8% |
| YTD | +142.5% | +47.8% | +94.6% | +119.0% |
| 1Y | +145.4% | +174.3% | -28.9% | +94.5% |
| 3Y | +197.3% | +598.5% | -401.2% | +57.9% |
| 5Y | +614.6% | +1,026.2% | -411.6% | +181.5% |
| All | +614.6% | +1,021.5% | -406.9% | +181.5% |
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