+197.3%
VTV vs SEI
+647.2%
-449.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.8% | -6.1% | -1.0% |
| 7D | -0.7% | +28.2% | -28.9% | -3.6% |
| 30D | -0.5% | +15.5% | -16.0% | -2.5% |
| 3M | +5.3% | -1.4% | +6.7% | +4.2% |
| 6M | +12.9% | +37.4% | -24.5% | +6.6% |
| YTD | +18.5% | +47.8% | -29.3% | +10.2% |
| 1Y | +25.3% | +174.3% | -149.0% | +6.3% |
| 3Y | +68.2% | +598.5% | -530.3% | +13.8% |
| 5Y | +80.6% | +1,026.2% | -945.6% | +6.5% |
| All | +197.3% | +647.2% | -449.9% | +69.7% |
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 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