+89.6%
VRT vs SEI
+134.3%
-44.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.1% | -1.5% | +1.3% |
| 7D | -8.4% | +22.6% | -30.9% | -17.2% |
| 30D | -10.9% | +9.1% | -19.9% | -15.3% |
| 3M | -13.7% | -11.3% | -2.3% | -10.2% |
| 6M | -4.1% | +22.0% | -26.2% | -13.9% |
| YTD | +58.7% | +47.3% | +11.5% | +27.6% |
| 1Y | +89.6% | +124.8% | -35.1% | +26.1% |
| All | +89.6% | +134.3% | -44.6% | +26.1% |
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