+90.1%
VSH vs SEI
+605.9%
-515.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.9% |
| 7D | +14.3% | +10.5% | +3.9% | +11.5% |
| 30D | -7.9% | -8.0% | +0.2% | -5.9% |
| 3M | -19.9% | +6.7% | -26.6% | -21.9% |
| 6M | -30.5% | -17.0% | -13.5% | -27.4% |
| YTD | +85.7% | +39.7% | +46.0% | +69.1% |
| 1Y | +98.9% | +43.2% | +55.8% | +79.4% |
| 3Y | +32.1% | +676.3% | -644.3% | -30.9% |
| 5Y | +39.7% | +891.0% | -851.4% | -38.2% |
| All | +90.1% | +605.9% | -515.9% | -16.1% |
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