+101.5%
VTR vs SEI
+644.4%
-542.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -1.0% |
| 7D | -0.3% | +22.6% | -22.9% | -2.6% |
| 30D | +1.1% | +9.1% | -8.0% | -0.2% |
| 3M | +7.9% | -11.3% | +19.2% | +8.0% |
| 6M | +6.2% | +22.0% | -15.9% | +1.4% |
| YTD | +17.7% | +47.3% | -29.5% | +8.9% |
| 1Y | +32.9% | +124.8% | -91.9% | +14.6% |
| 3Y | +129.7% | +591.3% | -461.6% | +45.3% |
| 5Y | +89.3% | +1,008.2% | -918.9% | -0.3% |
| All | +101.5% | +644.4% | -542.9% | -2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling