-96.5%
SEER vs VOO
+125.9%
-222.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -0.4% |
| 7D | 0.0% | -0.8% | +0.8% | +1.3% |
| 30D | -8.9% | -1.1% | -7.8% | -7.3% |
| 3M | +14.7% | +3.9% | +10.8% | +7.2% |
| 6M | +10.8% | +13.6% | -2.8% | -11.9% |
| YTD | +6.6% | +12.7% | -6.2% | -14.2% |
| 1Y | -5.3% | +17.6% | -22.9% | -29.6% |
| 3Y | -24.7% | +77.3% | -102.0% | -78.3% |
| 5Y | -95.5% | +84.1% | -179.6% | -98.6% |
| All | -96.5% | +125.9% | -222.5% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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