+63.4%
VSH vs SEI
+18.6%
+44.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -16.9% | +11.8% | +3.2% |
| 7D | -13.6% | -16.4% | +2.8% | -6.5% |
| 30D | -30.4% | -22.9% | -7.5% | -22.2% |
| 3M | -33.3% | -0.3% | -33.0% | -35.1% |
| 6M | -15.1% | -22.3% | +7.3% | -7.8% |
| YTD | +80.2% | +26.2% | +54.1% | +62.6% |
| 1Y | +63.4% | +8.2% | +55.1% | +54.8% |
| All | +63.4% | +18.6% | +44.8% | +54.8% |
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