+48.1%
VXUS vs SEI
+864.7%
-816.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +0.6% |
| 7D | -0.5% | +12.4% | -12.9% | -1.6% |
| 30D | -1.2% | -18.3% | +17.1% | -0.2% |
| 3M | -3.8% | +10.4% | -14.3% | -5.6% |
| 6M | -1.7% | -12.9% | +11.2% | -2.2% |
| YTD | +11.4% | +41.8% | -30.4% | +6.1% |
| 1Y | +13.3% | +30.3% | -17.0% | +8.3% |
| 3Y | +70.0% | +697.3% | -627.4% | +30.8% |
| 5Y | +48.1% | +877.0% | -828.9% | +9.4% |
| All | +48.1% | +864.7% | -816.6% | +9.4% |
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 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