-6.6%
VRSK vs SEI
+11.8%
-18.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -16.9% | +17.3% | -2.6% |
| 7D | +4.2% | -16.4% | +20.7% | +1.3% |
| 30D | +21.2% | -22.9% | +44.1% | +17.1% |
| 3M | +2.9% | -0.3% | +3.2% | +5.2% |
| 6M | +11.3% | -22.3% | +33.7% | +12.3% |
| YTD | -10.8% | +26.2% | -37.0% | -7.2% |
| All | -6.6% | +11.8% | -18.4% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling