+53.4%
VT vs SEI
+706.3%
-652.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +14.3% | -14.1% | -1.0% |
| 7D | -2.3% | -18.3% | +16.0% | -0.9% |
| 30D | -5.0% | -24.4% | +19.5% | -3.2% |
| 3M | -4.9% | +1.5% | -6.4% | -6.1% |
| 6M | -1.5% | -25.1% | +23.6% | -0.8% |
| YTD | +8.5% | +26.4% | -18.0% | +3.6% |
| 1Y | +11.4% | +8.9% | +2.5% | +7.4% |
| 3Y | +70.1% | +586.7% | -516.6% | +29.5% |
| All | +53.4% | +706.3% | -652.9% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling