+66.2%
VNQ vs SEI
+608.3%
-542.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -0.4% |
| 7D | -2.6% | +20.7% | -23.3% | -4.3% |
| 30D | -2.3% | +9.1% | -11.5% | -3.3% |
| 3M | -2.8% | -6.0% | +3.2% | -3.3% |
| 6M | +2.5% | +18.9% | -16.4% | -0.8% |
| YTD | +8.4% | +40.1% | -31.7% | +2.8% |
| 1Y | +6.8% | +120.6% | -113.9% | -4.3% |
| 3Y | +29.9% | +562.1% | -532.2% | -5.1% |
| 5Y | +7.2% | +954.5% | -947.3% | -29.9% |
| All | +66.2% | +608.3% | -542.1% | +2.1% |
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