-35.8%
SE vs VG
-51.4%
+15.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.0% | -1.7% | -5.5% |
| 7D | -1.2% | -22.0% | +20.8% | +0.1% |
| 30D | -21.7% | -14.7% | -6.9% | -21.1% |
| 3M | -34.2% | -7.1% | -27.1% | -34.5% |
| 6M | -10.5% | -11.2% | +0.7% | -11.5% |
| YTD | -40.7% | +69.8% | -110.5% | -48.7% |
| 1Y | -52.1% | +49.9% | -101.9% | -57.6% |
| All | -35.8% | -51.4% | +15.6% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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