+67.0%
VSH vs SEI
+1,021.5%
-954.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.1% | -0.7% |
| 7D | +3.5% | +28.2% | -24.7% | -2.9% |
| 30D | -4.4% | +15.5% | -19.9% | -8.0% |
| 3M | -45.8% | -1.4% | -44.4% | -45.7% |
| 6M | +90.1% | +37.4% | +52.7% | +78.2% |
| YTD | +120.3% | +47.8% | +72.5% | +102.7% |
| 1Y | +112.2% | +174.3% | -62.1% | +74.9% |
| 3Y | +36.6% | +598.5% | -561.9% | -9.9% |
| 5Y | +67.0% | +1,026.2% | -959.2% | -4.0% |
| All | +67.0% | +1,021.5% | -954.5% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling