+12.5%
VUG vs SEI
+147.4%
-134.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.2% | +4.7% | 0.0% |
| 7D | -1.9% | +20.7% | -22.5% | -4.1% |
| 30D | -1.6% | +9.1% | -10.7% | -2.8% |
| 3M | +4.4% | -6.0% | +10.4% | +4.0% |
| 6M | +13.2% | +18.9% | -5.7% | +9.2% |
| YTD | +7.5% | +40.1% | -32.6% | +1.1% |
| 1Y | +12.5% | +120.6% | -108.2% | -0.4% |
| All | +12.5% | +147.4% | -134.9% | -0.4% |
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 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