+80.6%
VTV vs SEI
+999.8%
-919.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.4% |
| 7D | -1.1% | +22.6% | -23.7% | -2.6% |
| 30D | -1.0% | +9.1% | -10.1% | -1.8% |
| 3M | +4.6% | -11.3% | +16.0% | +4.9% |
| 6M | +13.5% | +22.0% | -8.5% | +10.6% |
| YTD | +18.5% | +47.3% | -28.8% | +13.2% |
| 1Y | +22.9% | +124.8% | -101.9% | +12.7% |
| 3Y | +67.8% | +591.3% | -523.4% | +30.2% |
| All | +80.6% | +999.8% | -919.2% | +28.7% |
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