+352.5%
VUG vs SEI
+507.3%
-154.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.9% | -0.9% |
| 7D | -0.1% | +10.2% | -10.3% | -1.3% |
| 30D | -0.3% | -1.0% | +0.7% | -0.4% |
| 3M | -0.7% | -27.9% | +27.2% | +2.3% |
| 6M | +14.6% | +10.4% | +4.2% | +11.5% |
| YTD | +9.0% | +20.1% | -11.1% | +4.3% |
| 1Y | +14.9% | +109.7% | -94.9% | +1.7% |
| 3Y | +86.0% | +458.6% | -372.6% | +36.8% |
| 5Y | +76.7% | +775.3% | -698.6% | +17.3% |
| All | +352.5% | +507.3% | -154.8% | +191.8% |
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