+2,486.9%
VRT vs SEI
+505.5%
+1,981.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.1% | -1.5% | +2.3% |
| 7D | -8.4% | +22.6% | -30.9% | -13.5% |
| 30D | -10.9% | +9.1% | -19.9% | -13.4% |
| 3M | -13.7% | -11.3% | -2.3% | -11.8% |
| 6M | -4.1% | +22.0% | -26.2% | -9.7% |
| YTD | +58.7% | +47.3% | +11.5% | +41.9% |
| 1Y | +89.6% | +124.8% | -35.1% | +53.5% |
| 3Y | +558.1% | +591.3% | -33.1% | +325.6% |
| 5Y | +953.0% | +1,008.2% | -55.3% | +506.3% |
| All | +2,486.9% | +505.5% | +1,981.3% | +1,276.2% |
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