+100.2%
VTR vs SEI
+647.2%
-547.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -1.2% |
| 7D | -2.9% | +28.2% | -31.1% | -5.6% |
| 30D | -2.8% | +15.5% | -18.3% | -4.6% |
| 3M | +9.0% | -1.4% | +10.4% | +7.7% |
| 6M | +5.0% | +37.4% | -32.5% | -1.2% |
| YTD | +16.9% | +47.8% | -30.9% | +8.2% |
| 1Y | +34.3% | +174.3% | -140.0% | +12.6% |
| 3Y | +131.6% | +598.5% | -466.9% | +46.3% |
| 5Y | +88.0% | +1,026.2% | -938.2% | -1.3% |
| All | +100.2% | +647.2% | -547.0% | -3.3% |
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 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