+24.4%
SEB vs VOO
+77.0%
-52.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.4% |
| 7D | +1.3% | -0.4% | +1.6% | +1.3% |
| 30D | +1.9% | -1.4% | +3.3% | +2.2% |
| 3M | -14.4% | +3.7% | -18.2% | -15.2% |
| 6M | -11.1% | +13.0% | -24.2% | -14.0% |
| YTD | -2.7% | +12.4% | -15.2% | -5.9% |
| 1Y | +10.9% | +18.6% | -7.7% | +5.5% |
| All | +24.4% | +77.0% | -52.6% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling