+2,723.0%
VRT vs SEI
+394.0%
+2,329.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +0.9% | +3.4% |
| 7D | +9.1% | +10.2% | -1.1% | +6.3% |
| 30D | +0.9% | -1.0% | +2.0% | +1.0% |
| 3M | -13.4% | -27.9% | +14.5% | -6.1% |
| 6M | +11.7% | +10.4% | +1.3% | +8.6% |
| YTD | +73.2% | +20.1% | +53.1% | +64.1% |
| 1Y | +123.4% | +109.7% | +13.7% | +85.8% |
| 3Y | +606.2% | +458.6% | +147.5% | +384.5% |
| 5Y | +899.9% | +775.3% | +124.6% | +513.5% |
| All | +2,723.0% | +394.0% | +2,329.0% | +1,491.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling