+30.8%
VNQ vs SEI
+594.6%
-563.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.6% |
| 7D | -1.3% | +22.6% | -23.9% | -1.9% |
| 30D | -2.6% | +9.1% | -11.7% | -2.9% |
| 3M | -2.0% | -11.3% | +9.3% | -1.8% |
| 6M | +4.3% | +22.0% | -17.7% | +2.9% |
| YTD | +9.2% | +47.3% | -38.0% | +6.6% |
| 1Y | +5.6% | +124.8% | -119.2% | +0.7% |
| 3Y | +30.8% | +591.3% | -560.4% | +11.6% |
| All | +30.8% | +594.6% | -563.7% | +11.6% |
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