+769.3%
VST vs SEI
+770.7%
-1.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +2.6% |
| 7D | +8.9% | +10.2% | -1.3% | +6.1% |
| 30D | +6.2% | -1.0% | +7.2% | +6.2% |
| 3M | -2.7% | -27.9% | +25.2% | +4.4% |
| 6M | -8.4% | +10.4% | -18.7% | -12.9% |
| YTD | -7.2% | +20.1% | -27.3% | -14.4% |
| 1Y | -20.9% | +109.7% | -130.6% | -37.7% |
| 3Y | +384.0% | +458.6% | -74.6% | +209.9% |
| All | +769.3% | +770.7% | -1.3% | +418.1% |
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