+686.9%
SEI price history and return analytics
+190.6%
+496.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +3.8% |
| 7D | +22.6% | -1.1% | +23.7% | +24.6% |
| 30D | +9.1% | -1.0% | +10.1% | +10.8% |
| 3M | -11.3% | +3.2% | -14.5% | -14.2% |
| 6M | +22.0% | +12.5% | +9.5% | +4.6% |
| YTD | +47.3% | +14.1% | +33.2% | +24.8% |
| 1Y | +124.8% | +18.9% | +105.9% | +81.6% |
| 3Y | +591.3% | +74.1% | +517.2% | +248.1% |
| 5Y | +1,008.2% | +66.9% | +941.4% | +489.5% |
| All | +686.9% | +190.6% | +496.4% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling