+184.3%
SE vs VTV
+67.6%
+116.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.7% |
| 7D | -3.6% | -0.7% | -3.0% | -2.9% |
| 30D | -5.3% | -0.5% | -4.8% | -4.8% |
| 3M | +28.1% | +5.3% | +22.8% | +20.2% |
| 6M | +20.7% | +12.9% | +7.8% | +4.2% |
| YTD | -14.8% | +18.5% | -33.3% | -30.5% |
| 1Y | -43.6% | +25.3% | -68.9% | -57.1% |
| All | +184.3% | +67.6% | +116.7% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling