-52.5%
SEED vs VT
+11.9%
-64.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -4.3% | +2.4% | -6.7% | -4.9% |
| 30D | -17.5% | -1.5% | -16.0% | -17.1% |
| 3M | -37.1% | -4.1% | -33.0% | -36.1% |
| 6M | -42.6% | +0.6% | -43.2% | -42.7% |
| YTD | -40.5% | +11.0% | -51.6% | -44.8% |
| 1Y | -52.5% | +13.3% | -65.9% | -58.4% |
| All | -52.5% | +11.9% | -64.4% | -58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling