+20.2%
VZ vs SEI
+706.3%
-686.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.3% | -15.2% | -0.7% |
| 7D | +2.1% | -18.3% | +20.4% | +1.9% |
| 30D | +1.4% | -24.4% | +25.8% | +1.2% |
| 3M | -1.3% | +1.5% | -2.8% | -1.2% |
| 6M | -0.5% | -25.1% | +24.6% | -0.5% |
| YTD | +19.6% | +26.4% | -6.8% | +19.2% |
| 1Y | +22.4% | +8.9% | +13.5% | +22.1% |
| 3Y | +55.9% | +586.7% | -530.8% | +37.4% |
| All | +20.2% | +706.3% | -686.1% | +2.1% |
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