+73.0%
VT vs SEI
+665.6%
-592.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | -0.1% | -10.8% | +10.7% | +0.4% |
| 30D | -3.1% | -19.0% | +16.0% | -2.0% |
| 3M | -3.5% | +5.8% | -9.3% | -4.8% |
| 6M | +0.5% | -14.9% | +15.3% | +0.2% |
| YTD | +10.8% | +35.4% | -24.6% | +6.0% |
| 1Y | +11.9% | +23.9% | -12.0% | +7.5% |
| 3Y | +73.0% | +661.3% | -588.3% | +42.9% |
| All | +73.0% | +665.6% | -592.7% | +42.9% |
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 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