+73.4%
VT vs SEI
+684.3%
-610.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +2.4% | +10.5% | -8.1% | +1.6% |
| 30D | -1.5% | -8.0% | +6.5% | -1.4% |
| 3M | -4.1% | +6.7% | -10.9% | -5.5% |
| 6M | +0.6% | -17.0% | +17.6% | +0.4% |
| YTD | +11.0% | +39.7% | -28.6% | +6.0% |
| 1Y | +13.3% | +43.2% | -29.8% | +7.7% |
| 3Y | +73.4% | +676.3% | -603.0% | +43.3% |
| All | +73.4% | +684.3% | -610.9% | +43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling