-5.3%
SEB vs VT
+57.4%
-62.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.6% | +4.6% | +6.6% |
| 7D | +1.3% | +0.4% | +1.0% | +1.2% |
| 30D | -4.8% | -2.6% | -2.2% | -4.3% |
| 3M | -10.7% | -3.2% | -7.5% | -10.1% |
| 6M | -16.6% | +0.9% | -17.5% | -17.0% |
| YTD | -14.7% | +11.3% | -26.1% | -17.6% |
| 1Y | +2.3% | +14.0% | -11.7% | -1.8% |
| 3Y | +9.6% | +75.8% | -66.3% | -5.4% |
| 5Y | -5.3% | +57.8% | -63.1% | -17.5% |
| All | -5.3% | +57.4% | -62.7% | -17.5% |
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