+7.9%
SEB vs VOO
+78.5%
-70.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | +6.3% | +2.6% | +3.7% | +5.7% |
| 30D | -7.1% | -2.0% | -5.1% | -6.8% |
| 3M | -11.8% | -2.8% | -9.1% | -11.4% |
| 6M | -21.0% | +2.2% | -23.2% | -21.6% |
| YTD | -15.5% | +11.5% | -27.1% | -18.3% |
| 1Y | -6.5% | +13.5% | -20.0% | -10.1% |
| 3Y | +7.9% | +78.1% | -70.2% | -7.1% |
| All | +7.9% | +78.5% | -70.6% | -7.1% |
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