-95.7%
SEED vs VT
+222.7%
-318.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.0% | +0.4% | +1.6% | +1.6% |
| 30D | -4.7% | +1.0% | -5.7% | -5.6% |
| 3M | -3.8% | +2.4% | -6.2% | -6.2% |
| 6M | -3.8% | +12.0% | -15.8% | -14.4% |
| YTD | -9.0% | +15.3% | -24.3% | -21.3% |
| 1Y | +11.0% | +22.6% | -11.6% | -8.9% |
| 3Y | -72.9% | +74.7% | -147.6% | -84.3% |
| 5Y | -88.5% | +66.1% | -154.7% | -93.0% |
| All | -95.7% | +222.7% | -318.5% | -98.5% |
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 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