-88.2%
SEED vs VT
+66.2%
-154.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | -4.7% | +1.0% | -5.7% | -5.7% |
| 3M | -3.8% | +2.4% | -6.2% | -6.3% |
| 6M | -3.8% | +12.0% | -15.8% | -15.0% |
| YTD | -9.0% | +15.3% | -24.3% | -22.2% |
| 1Y | +11.0% | +22.6% | -11.6% | -10.4% |
| 3Y | -72.9% | +74.7% | -147.6% | -85.1% |
| All | -88.2% | +66.2% | -154.4% | -92.4% |
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 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