+103.8%
SEIC price history and return analytics
+75.6%
+28.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.1% |
| 7D | +1.5% | -0.7% | +2.2% | +2.1% |
| 30D | +5.0% | -1.7% | +6.7% | +6.6% |
| 3M | +5.4% | -2.3% | +7.7% | +7.5% |
| 6M | +21.1% | +1.5% | +19.6% | +18.7% |
| YTD | +35.2% | +12.0% | +23.2% | +19.5% |
| 1Y | +33.5% | +12.9% | +20.7% | +17.1% |
| All | +103.8% | +75.6% | +28.2% | +11.1% |
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