+24.3%
VZ vs SEI
+139.3%
-115.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +16.3% | -15.8% | +1.8% |
| 7D | +0.2% | +28.8% | -28.6% | +2.4% |
| 30D | +7.1% | +10.4% | -3.2% | +8.2% |
| 3M | +12.8% | -11.4% | +24.3% | +12.8% |
| 6M | +1.8% | +31.2% | -29.4% | +4.9% |
| YTD | +30.0% | +39.7% | -9.7% | +34.7% |
| 1Y | +24.3% | +149.0% | -124.7% | +36.0% |
| All | +24.3% | +139.3% | -115.0% | +36.0% |
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