+702.7%
VLO vs SEI
+507.3%
+195.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -0.8% |
| 7D | +5.2% | +10.2% | -5.0% | +2.7% |
| 30D | +22.6% | -1.0% | +23.6% | +22.3% |
| 3M | +43.8% | -27.9% | +71.7% | +51.6% |
| 6M | +65.7% | +10.4% | +55.4% | +53.9% |
| YTD | +131.1% | +20.1% | +111.0% | +106.5% |
| 1Y | +143.6% | +109.7% | +33.9% | +80.7% |
| 3Y | +201.4% | +458.6% | -257.2% | +29.5% |
| 5Y | +568.9% | +775.3% | -206.4% | +120.5% |
| All | +702.7% | +507.3% | +195.5% | +165.3% |
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