+644.6%
VRT vs SEI
+565.9%
+78.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +16.3% | -12.6% | -2.1% |
| 7D | +13.6% | +28.8% | -15.2% | +3.3% |
| 30D | +6.8% | +10.4% | -3.6% | +2.4% |
| 3M | -3.2% | -11.4% | +8.2% | -0.2% |
| 6M | +20.3% | +31.2% | -10.8% | +8.1% |
| YTD | +79.6% | +39.7% | +39.9% | +56.5% |
| 1Y | +139.0% | +149.0% | -10.0% | +72.5% |
| 3Y | +644.6% | +560.2% | +84.4% | +385.4% |
| All | +644.6% | +565.9% | +78.7% | +385.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling