+953.6%
VRT vs SEI
+1,021.5%
-67.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +5.8% | -15.4% | -11.4% |
| 7D | +2.4% | +28.2% | -25.8% | -5.6% |
| 30D | -2.7% | +15.5% | -18.1% | -7.6% |
| 3M | -9.2% | -1.4% | -7.8% | -9.8% |
| 6M | -0.5% | +37.4% | -37.9% | -10.5% |
| YTD | +62.3% | +47.8% | +14.5% | +42.1% |
| 1Y | +109.6% | +174.3% | -64.7% | +55.5% |
| 3Y | +573.1% | +598.5% | -25.4% | +328.0% |
| 5Y | +953.6% | +1,026.2% | -72.6% | +536.7% |
| All | +953.6% | +1,021.5% | -67.9% | +536.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling