+118.7%
VMC vs SEI
+606.2%
-487.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +16.3% | -17.9% | -3.6% |
| 7D | -0.5% | +28.8% | -29.4% | -3.7% |
| 30D | -9.1% | +10.4% | -19.5% | -10.5% |
| 3M | -4.1% | -11.4% | +7.3% | -4.0% |
| 6M | -5.5% | +31.2% | -36.7% | -10.9% |
| YTD | -8.9% | +39.7% | -48.6% | -15.2% |
| 1Y | -12.9% | +149.0% | -161.9% | -25.9% |
| 3Y | +22.1% | +560.2% | -538.0% | -17.4% |
| 5Y | +52.7% | +955.7% | -903.0% | -10.1% |
| All | +118.7% | +606.2% | -487.5% | +25.9% |
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 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