+474.8%
SEIC price history and return analytics
+360.7%
+114.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.4% |
| 7D | +1.5% | -0.7% | +2.2% | +2.2% |
| 30D | +5.0% | -1.7% | +6.7% | +7.0% |
| 3M | +5.4% | -2.3% | +7.7% | +8.0% |
| 6M | +21.1% | +1.5% | +19.6% | +18.1% |
| YTD | +35.2% | +12.0% | +23.2% | +17.4% |
| 1Y | +33.5% | +12.9% | +20.7% | +15.0% |
| 3Y | +102.5% | +74.9% | +27.5% | +6.5% |
| 5Y | +83.2% | +59.9% | +23.3% | +6.0% |
| 10Y | +176.1% | +224.6% | -48.5% | -28.4% |
| All | +474.8% | +360.7% | +114.2% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling