+46.6%
SEIX price history and return analytics
+146.9%
-100.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | 0.0% |
| 7D | +0.1% | -1.1% | +1.2% | +0.1% |
| 30D | +0.9% | -1.0% | +1.9% | +1.0% |
| 3M | +2.3% | +3.2% | -0.9% | +2.1% |
| 6M | +4.2% | +12.5% | -8.3% | +3.6% |
| YTD | +4.4% | +14.1% | -9.7% | +3.8% |
| 1Y | +5.8% | +18.9% | -13.1% | +5.0% |
| 3Y | +23.1% | +74.1% | -50.9% | +20.4% |
| 5Y | +32.7% | +66.9% | -34.1% | +29.5% |
| All | +46.6% | +146.9% | -100.3% | +43.6% |
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