+14.9%
VUG vs SEI
+105.8%
-91.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.9% | -0.9% |
| 7D | -0.1% | +10.2% | -10.3% | -1.2% |
| 30D | -0.3% | -1.0% | +0.7% | -0.4% |
| 3M | -0.7% | -27.9% | +27.2% | +1.8% |
| 6M | +14.6% | +10.4% | +4.2% | +12.0% |
| YTD | +9.0% | +20.1% | -11.1% | +5.1% |
| 1Y | +14.9% | +109.7% | -94.9% | +8.2% |
| All | +14.9% | +105.8% | -91.0% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling