+76.0%
VUG vs SEI
+1,021.5%
-945.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -1.1% |
| 7D | +0.1% | +28.2% | -28.1% | -2.6% |
| 30D | -1.7% | +15.5% | -17.2% | -3.4% |
| 3M | +2.8% | -1.4% | +4.2% | +2.0% |
| 6M | +13.6% | +37.4% | -23.8% | +8.4% |
| YTD | +8.1% | +47.8% | -39.7% | +1.8% |
| 1Y | +13.1% | +174.3% | -161.2% | -0.8% |
| 3Y | +87.0% | +598.5% | -511.5% | +43.7% |
| 5Y | +76.0% | +1,026.2% | -950.2% | +28.2% |
| All | +76.0% | +1,021.5% | -945.6% | +28.2% |
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 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