+7.9%
SEB vs VT
+74.0%
-66.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +6.3% | +2.4% | +3.9% | +5.6% |
| 30D | -7.1% | -1.5% | -5.6% | -6.8% |
| 3M | -11.8% | -4.1% | -7.7% | -11.0% |
| 6M | -21.0% | +0.6% | -21.6% | -21.4% |
| YTD | -15.5% | +11.0% | -26.6% | -19.0% |
| 1Y | -6.5% | +13.3% | -19.8% | -11.1% |
| 3Y | +7.9% | +73.4% | -65.5% | -9.9% |
| All | +7.9% | +74.0% | -66.1% | -9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling