+553.4%
SE vs VTV
+172.9%
+380.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -2.2% |
| 7D | -5.2% | -1.1% | -4.1% | -4.0% |
| 30D | -17.1% | -1.0% | -16.0% | -16.1% |
| 3M | +24.0% | +4.6% | +19.3% | +17.2% |
| 6M | +21.0% | +13.5% | +7.5% | +4.3% |
| YTD | -16.7% | +18.5% | -35.2% | -31.7% |
| 1Y | -45.9% | +22.9% | -68.8% | -57.6% |
| 3Y | +177.8% | +67.8% | +110.0% | +52.8% |
| 5Y | -67.4% | +81.8% | -149.2% | -82.5% |
| All | +553.4% | +172.9% | +380.4% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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