+8.1%
SEB vs VT
+223.7%
-215.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.6% | +4.6% | +6.4% |
| 7D | +1.3% | +0.4% | +1.0% | +1.2% |
| 30D | -4.8% | -2.6% | -2.2% | -4.0% |
| 3M | -10.7% | -3.2% | -7.5% | -9.8% |
| 6M | -16.6% | +0.9% | -17.5% | -17.1% |
| YTD | -14.7% | +11.3% | -26.1% | -18.4% |
| 1Y | +2.3% | +14.0% | -11.7% | -3.0% |
| 3Y | +9.6% | +75.8% | -66.3% | -11.4% |
| 5Y | -5.3% | +57.8% | -63.1% | -20.8% |
| 10Y | +8.1% | +219.8% | -211.7% | -46.4% |
| All | +8.1% | +223.7% | -215.6% | -46.4% |
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