+12.9%
VT vs SEI
+32.3%
-19.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +0.7% |
| 7D | -0.7% | +12.4% | -13.1% | -1.8% |
| 30D | -1.7% | -18.3% | +16.5% | -0.7% |
| 3M | -2.3% | +10.4% | -12.7% | -4.3% |
| 6M | +1.5% | -12.9% | +14.4% | +1.1% |
| YTD | +12.0% | +41.8% | -29.8% | +5.0% |
| 1Y | +12.9% | +30.3% | -17.4% | +6.0% |
| All | +12.9% | +32.3% | -19.4% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling