-46.9%
VTRS vs SEI
+644.4%
-691.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.2% |
| 7D | -2.2% | +22.6% | -24.8% | -4.7% |
| 30D | +3.3% | +9.1% | -5.8% | +1.9% |
| 3M | +2.0% | -11.3% | +13.3% | +2.1% |
| 6M | +19.9% | +22.0% | -2.1% | +14.4% |
| YTD | +35.7% | +47.3% | -11.5% | +25.4% |
| 1Y | +68.1% | +124.8% | -56.7% | +45.1% |
| 3Y | +87.1% | +591.3% | -504.2% | +22.6% |
| 5Y | +47.6% | +1,008.2% | -960.6% | -17.0% |
| All | -46.9% | +644.4% | -691.3% | -67.4% |
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