+46.4%
VTRS vs SEI
+999.8%
-953.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.5% |
| 7D | -2.2% | +22.6% | -24.8% | -3.5% |
| 30D | +3.3% | +9.1% | -5.8% | +2.6% |
| 3M | +2.0% | -11.3% | +13.3% | +2.1% |
| 6M | +19.9% | +22.0% | -2.1% | +16.8% |
| YTD | +35.7% | +47.3% | -11.5% | +29.8% |
| 1Y | +68.1% | +124.8% | -56.7% | +54.5% |
| 3Y | +87.1% | +591.3% | -504.2% | +44.3% |
| All | +46.4% | +999.8% | -953.4% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling