+32.8%
SEB vs VT
+222.7%
-189.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +10.5% | +0.4% | +10.0% | +10.3% |
| 30D | +0.5% | +1.0% | -0.5% | +0.1% |
| 3M | -19.3% | +2.4% | -21.7% | -20.1% |
| 6M | -13.7% | +12.0% | -25.7% | -17.6% |
| YTD | -2.6% | +15.3% | -17.9% | -8.0% |
| 1Y | +9.7% | +22.6% | -12.9% | +1.1% |
| 3Y | +17.8% | +74.7% | -56.9% | -5.3% |
| 5Y | +5.2% | +66.1% | -61.0% | -14.4% |
| All | +32.8% | +222.7% | -189.9% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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