+168.2%
SEIC price history and return analytics
+226.9%
-58.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.5% |
| 7D | -4.2% | -2.0% | -2.2% | -2.2% |
| 30D | +2.0% | -1.4% | +3.5% | +3.6% |
| 3M | +20.2% | +4.7% | +15.5% | +14.1% |
| 6M | +34.2% | +11.4% | +22.9% | +18.4% |
| YTD | +30.9% | +13.1% | +17.9% | +13.6% |
| 1Y | +24.4% | +19.0% | +5.4% | +1.9% |
| 3Y | +80.7% | +73.9% | +6.7% | -1.8% |
| 5Y | +92.1% | +65.4% | +26.7% | +10.3% |
| All | +168.2% | +226.9% | -58.6% | -28.0% |
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