-15.6%
VMC vs SEI
+134.3%
-149.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.7% |
| 7D | -3.8% | +22.6% | -26.3% | -4.7% |
| 30D | -9.7% | +9.1% | -18.8% | -10.1% |
| 3M | -9.6% | -11.3% | +1.7% | -8.6% |
| 6M | -4.8% | +22.0% | -26.9% | -7.5% |
| YTD | -10.9% | +47.3% | -58.2% | -15.4% |
| 1Y | -15.6% | +124.8% | -140.4% | -23.9% |
| All | -15.6% | +134.3% | -149.9% | -23.9% |
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