+467.8%
SEIC price history and return analytics
+356.5%
+111.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.3% |
| 7D | +3.4% | +2.4% | +1.1% | +0.8% |
| 30D | +3.5% | -1.5% | +5.0% | +5.2% |
| 3M | +2.4% | -4.1% | +6.5% | +7.1% |
| 6M | +18.8% | +0.6% | +18.2% | +17.1% |
| YTD | +33.6% | +11.0% | +22.5% | +17.2% |
| 1Y | +34.0% | +13.3% | +20.6% | +14.8% |
| 3Y | +101.3% | +73.4% | +27.9% | +7.0% |
| 5Y | +79.9% | +57.4% | +22.5% | +5.9% |
| 10Y | +172.8% | +221.7% | -48.9% | -28.5% |
| All | +467.8% | +356.5% | +111.3% | +1.0% |
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 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