+840.6%
VST vs SEI
+539.1%
+301.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +14.3% | -3.7% | +7.0% |
| 7D | -9.8% | -18.3% | +8.5% | -5.1% |
| 30D | -25.1% | -24.4% | -0.7% | -20.0% |
| 3M | -11.6% | +1.5% | -13.1% | -12.8% |
| 6M | -20.9% | -25.1% | +4.2% | -17.3% |
| YTD | -22.3% | +26.4% | -48.7% | -29.0% |
| 1Y | -32.0% | +8.9% | -40.9% | -36.1% |
| 3Y | +262.4% | +586.7% | -324.3% | +122.8% |
| 5Y | +563.4% | +717.9% | -154.5% | +278.6% |
| All | +840.6% | +539.1% | +301.5% | +391.9% |
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