+137.1%
VSH vs SEI
+644.4%
-507.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.1% | +1.0% | +4.8% |
| 7D | +4.8% | +22.6% | -17.8% | -1.3% |
| 30D | -0.7% | +9.1% | -9.8% | -3.5% |
| 3M | -43.1% | -11.3% | -31.7% | -41.3% |
| 6M | +91.8% | +22.0% | +69.8% | +82.0% |
| YTD | +131.6% | +47.3% | +84.3% | +108.5% |
| 1Y | +118.1% | +124.8% | -6.7% | +76.3% |
| 3Y | +40.9% | +591.3% | -550.4% | -24.0% |
| 5Y | +75.8% | +1,008.2% | -932.5% | -24.9% |
| All | +137.1% | +644.4% | -507.3% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling