+272.8%
VOO vs SEI
+606.2%
-333.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +16.3% | -16.8% | -2.5% |
| 7D | +0.5% | +28.8% | -28.3% | -2.6% |
| 30D | -0.9% | +10.4% | -11.3% | -2.4% |
| 3M | +3.9% | -11.4% | +15.3% | +4.2% |
| 6M | +14.5% | +31.2% | -16.6% | +8.9% |
| YTD | +13.0% | +39.7% | -26.8% | +5.9% |
| 1Y | +19.4% | +149.0% | -129.5% | +3.0% |
| 3Y | +78.9% | +560.2% | -481.3% | +25.5% |
| 5Y | +82.3% | +955.7% | -873.4% | +13.4% |
| All | +272.8% | +606.2% | -333.4% | +124.8% |
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 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