+1,023.4%
VST vs SEI
+507.3%
+516.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +2.7% |
| 7D | +8.9% | +10.2% | -1.3% | +6.4% |
| 30D | +6.2% | -1.0% | +7.2% | +6.2% |
| 3M | -2.7% | -27.9% | +25.2% | +3.6% |
| 6M | -8.4% | +10.4% | -18.7% | -12.3% |
| YTD | -7.2% | +20.1% | -27.3% | -13.5% |
| 1Y | -20.9% | +109.7% | -130.6% | -35.9% |
| 3Y | +384.0% | +458.6% | -74.6% | +211.6% |
| 5Y | +757.1% | +775.3% | -18.2% | +386.1% |
| All | +1,023.4% | +507.3% | +516.1% | +499.0% |
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 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