+89.7%
VTRS vs SEI
+18.6%
+71.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -16.9% | +18.5% | +1.6% |
| 7D | +2.4% | -16.4% | +18.8% | +2.4% |
| 30D | +9.1% | -22.9% | +32.0% | +9.2% |
| 3M | +9.4% | -0.3% | +9.7% | +9.1% |
| 6M | +28.3% | -22.3% | +50.7% | +28.1% |
| YTD | +58.0% | +26.2% | +31.9% | +51.3% |
| 1Y | +89.7% | +8.2% | +81.5% | +83.3% |
| All | +89.7% | +18.6% | +71.2% | +83.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling