+183.5%
VT vs SEI
+592.7%
-409.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.8% | +1.6% |
| 7D | +0.4% | -4.3% | +4.6% | +0.4% |
| 30D | -2.6% | -18.0% | +15.5% | -1.2% |
| 3M | -3.2% | +8.2% | -11.5% | -5.6% |
| 6M | +0.9% | -13.9% | +14.8% | +0.3% |
| YTD | +11.3% | +37.0% | -25.7% | +3.4% |
| 1Y | +14.0% | +24.5% | -10.5% | +6.8% |
| 3Y | +75.8% | +681.1% | -605.2% | +18.4% |
| 5Y | +57.8% | +787.5% | -729.6% | -0.6% |
| All | +183.5% | +592.7% | -409.1% | +67.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling