+373.4%
VST vs SEI
+453.4%
-80.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +2.5% |
| 7D | +8.9% | +10.2% | -1.3% | +5.7% |
| 30D | +6.2% | -1.0% | +7.2% | +6.1% |
| 3M | -2.7% | -27.9% | +25.2% | +5.2% |
| 6M | -8.4% | +10.4% | -18.7% | -13.7% |
| YTD | -7.2% | +20.1% | -27.3% | -15.6% |
| 1Y | -20.9% | +109.7% | -130.6% | -40.2% |
| All | +373.4% | +453.4% | -80.0% | +210.0% |
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 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