+81.1%
VZ vs SEI
+507.3%
-426.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.0% |
| 7D | +0.1% | +10.2% | -10.2% | -0.1% |
| 30D | +7.9% | -1.0% | +8.9% | +7.9% |
| 3M | +13.6% | -27.9% | +41.6% | +14.2% |
| 6M | +1.1% | +10.4% | -9.3% | +0.2% |
| YTD | +29.3% | +20.1% | +9.1% | +27.6% |
| 1Y | +21.2% | +109.7% | -88.5% | +16.7% |
| 3Y | +75.9% | +458.6% | -382.7% | +53.7% |
| 5Y | +24.1% | +775.3% | -751.2% | +3.6% |
| All | +81.1% | +507.3% | -426.2% | +48.6% |
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