-47.3%
VTRS vs SEI
+608.3%
-655.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -0.1% |
| 7D | -3.3% | +20.7% | -24.0% | -5.6% |
| 30D | +1.4% | +9.1% | -7.7% | 0.0% |
| 3M | +4.6% | -6.0% | +10.6% | +3.9% |
| 6M | +18.1% | +18.9% | -0.9% | +12.9% |
| YTD | +34.7% | +40.1% | -5.5% | +25.2% |
| 1Y | +65.6% | +120.6% | -55.0% | +43.2% |
| 3Y | +83.8% | +562.1% | -478.4% | +21.0% |
| 5Y | +46.5% | +954.5% | -908.0% | -17.2% |
| All | -47.3% | +608.3% | -655.6% | -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 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