+1,934.0%
VRT vs SEI
+474.2%
+1,459.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.3% |
| 7D | +10.5% | +10.5% | +0.1% | +7.6% |
| 30D | -9.3% | -8.0% | -1.3% | -7.1% |
| 3M | -29.6% | +6.7% | -36.3% | -31.3% |
| 6M | -45.4% | -17.0% | -28.3% | -43.3% |
| YTD | +24.8% | +39.7% | -14.9% | +13.0% |
| 1Y | +23.6% | +43.2% | -19.6% | +11.3% |
| 3Y | +379.7% | +676.3% | -296.7% | +206.4% |
| 5Y | +660.3% | +891.0% | -230.7% | +349.1% |
| All | +1,934.0% | +474.2% | +1,459.7% | +995.6% |
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