+272.0%
VOO vs SEI
+644.4%
-372.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.2% | +0.3% |
| 7D | -0.8% | +22.6% | -23.4% | -3.3% |
| 30D | -1.1% | +9.1% | -10.2% | -2.4% |
| 3M | +3.9% | -11.3% | +15.2% | +4.2% |
| 6M | +13.6% | +22.0% | -8.4% | +9.0% |
| YTD | +12.7% | +47.3% | -34.6% | +4.9% |
| 1Y | +17.6% | +124.8% | -107.2% | +2.9% |
| 3Y | +77.3% | +591.3% | -514.0% | +23.7% |
| 5Y | +84.1% | +1,008.2% | -924.1% | +13.8% |
| All | +272.0% | +644.4% | -372.4% | +122.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling