+133.2%
SEB vs VOO
+800.4%
-667.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +6.3% | +2.6% | +3.7% | +4.8% |
| 30D | -7.1% | -2.0% | -5.1% | -6.1% |
| 3M | -11.8% | -2.8% | -9.1% | -10.6% |
| 6M | -21.0% | +2.2% | -23.2% | -22.4% |
| YTD | -15.5% | +11.5% | -27.1% | -21.6% |
| 1Y | -6.5% | +13.5% | -20.0% | -14.0% |
| 3Y | +7.9% | +78.1% | -70.2% | -26.2% |
| 5Y | -5.4% | +73.1% | -78.6% | -35.6% |
| 10Y | +3.6% | +310.7% | -307.1% | -71.3% |
| All | +133.2% | +800.4% | -667.2% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling