+593.8%
SEI price history and return analytics
+74.2%
+519.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.4% | +7.2% |
| 7D | +28.2% | -0.1% | +28.4% | +28.2% |
| 30D | +15.5% | -0.7% | +16.1% | +17.0% |
| 3M | -1.4% | +4.0% | -5.4% | -7.8% |
| 6M | +37.4% | +12.3% | +25.1% | +9.7% |
| YTD | +47.8% | +14.0% | +33.8% | +15.5% |
| 1Y | +174.3% | +20.3% | +154.0% | +95.7% |
| All | +593.8% | +74.2% | +519.7% | +198.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling