+33.1%
SEB vs VOO
+321.7%
-288.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | 0.0% | -2.0% | +2.0% | +0.6% |
| 30D | +3.1% | -1.7% | +4.8% | +3.6% |
| 3M | -16.9% | +4.7% | -21.6% | -18.2% |
| 6M | -13.5% | +12.6% | -26.1% | -17.0% |
| YTD | -3.2% | +11.8% | -14.9% | -6.9% |
| 1Y | +11.0% | +17.5% | -6.5% | +4.9% |
| 3Y | +22.1% | +77.0% | -54.9% | +0.4% |
| 5Y | +9.0% | +82.6% | -73.6% | -12.2% |
| All | +33.1% | +321.7% | -288.6% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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