+175.7%
VT vs SEI
+459.2%
-283.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.3% | +8.2% | -2.7% |
| 7D | -4.2% | -26.9% | +22.7% | -1.0% |
| 30D | -5.8% | -36.6% | +30.8% | -1.5% |
| 3M | -5.2% | -8.9% | +3.6% | -5.6% |
| 6M | +0.1% | -33.0% | +33.1% | +2.5% |
| YTD | +8.2% | +10.6% | -2.4% | +3.2% |
| 1Y | +10.1% | -4.7% | +14.8% | +6.5% |
| 3Y | +69.7% | +487.9% | -418.3% | +18.5% |
| 5Y | +53.4% | +615.7% | -562.3% | -0.9% |
| All | +175.7% | +459.2% | -283.5% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling