+18.0%
VMC vs SEI
+597.1%
-579.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.8% | -9.1% | -3.6% |
| 7D | -5.3% | +28.2% | -33.6% | -7.1% |
| 30D | -12.3% | +15.5% | -27.7% | -13.3% |
| 3M | -10.3% | -1.4% | -8.9% | -10.7% |
| 6M | -8.6% | +37.4% | -46.0% | -12.1% |
| YTD | -11.9% | +47.8% | -59.7% | -16.1% |
| 1Y | -13.9% | +174.3% | -188.2% | -22.6% |
| All | +18.0% | +597.1% | -579.2% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling