-53.9%
SEED vs VT
+13.0%
-66.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -6.4% |
| 7D | -14.5% | +0.4% | -14.8% | -14.5% |
| 30D | -7.1% | -2.6% | -4.5% | -6.2% |
| 3M | -37.5% | -3.2% | -34.3% | -36.7% |
| 6M | -42.5% | +0.9% | -43.4% | -42.6% |
| YTD | -41.4% | +11.3% | -52.7% | -45.4% |
| All | -53.9% | +13.0% | -66.9% | -57.9% |
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 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