+597.0%
SE vs VO
+150.0%
+447.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.9% |
| 7D | +0.6% | +0.6% | 0.0% | -0.3% |
| 30D | -0.1% | -1.1% | +1.0% | +1.4% |
| 3M | +34.1% | +4.5% | +29.6% | +25.6% |
| 6M | +23.2% | +11.1% | +12.1% | +5.7% |
| YTD | -11.2% | +13.5% | -24.7% | -26.0% |
| 1Y | -40.5% | +14.5% | -55.0% | -51.2% |
| 3Y | +196.3% | +58.1% | +138.2% | +51.3% |
| 5Y | -67.0% | +43.3% | -110.3% | -78.6% |
| All | +597.0% | +150.0% | +447.0% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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