-34.9%
VST vs SEI
+18.6%
-53.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -16.9% | +3.1% | -8.3% |
| 7D | -15.7% | -16.4% | +0.7% | -10.5% |
| 30D | -17.0% | -22.9% | +5.9% | -10.1% |
| 3M | -15.9% | -0.3% | -15.6% | -16.4% |
| 6M | -25.0% | -22.3% | -2.7% | -21.2% |
| YTD | -25.1% | +26.2% | -51.3% | -32.6% |
| 1Y | -34.9% | +8.2% | -43.1% | -40.6% |
| All | -34.9% | +18.6% | -53.4% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling