+34.0%
VSH vs SEI
+597.1%
-563.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.1% | -0.9% |
| 7D | +3.5% | +28.2% | -24.7% | -3.7% |
| 30D | -4.4% | +15.5% | -19.9% | -8.5% |
| 3M | -45.8% | -1.4% | -44.4% | -45.8% |
| 6M | +90.1% | +37.4% | +52.7% | +76.9% |
| YTD | +120.3% | +47.8% | +72.5% | +101.0% |
| 1Y | +112.2% | +174.3% | -62.1% | +72.6% |
| All | +34.0% | +597.1% | -563.1% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling