-11.8%
SEB vs VT
+53.4%
-65.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.2% |
| 7D | -9.3% | -2.3% | -7.0% | -8.8% |
| 30D | -12.7% | -5.0% | -7.8% | -11.7% |
| 3M | -17.5% | -4.9% | -12.6% | -16.6% |
| 6M | -28.0% | -1.5% | -26.4% | -27.9% |
| YTD | -20.5% | +8.5% | -29.0% | -22.7% |
| 1Y | -6.4% | +11.4% | -17.7% | -9.6% |
| 3Y | -2.8% | +70.1% | -72.8% | -15.4% |
| All | -11.8% | +53.4% | -65.3% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling