+126.3%
VSH vs SEI
+507.3%
-381.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +1.0% | +3.5% |
| 7D | +4.1% | +10.2% | -6.2% | +1.4% |
| 30D | -4.2% | -1.0% | -3.1% | -4.0% |
| 3M | -50.0% | -27.9% | -22.0% | -45.2% |
| 6M | +80.2% | +10.4% | +69.8% | +77.0% |
| YTD | +121.1% | +20.1% | +100.9% | +111.2% |
| 1Y | +112.0% | +109.7% | +2.3% | +75.7% |
| 3Y | +22.5% | +458.6% | -436.1% | -29.7% |
| 5Y | +64.0% | +775.3% | -711.2% | -24.9% |
| All | +126.3% | +507.3% | -381.0% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling