-95.4%
SEER vs VT
+66.2%
-161.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.9% |
| 7D | +0.5% | +1.0% | -0.5% | -1.3% |
| 30D | -10.1% | -0.2% | -9.9% | -9.9% |
| 3M | +8.9% | +4.5% | +4.4% | +0.2% |
| 6M | +9.6% | +14.1% | -4.5% | -15.0% |
| YTD | +6.6% | +14.8% | -8.2% | -18.7% |
| 1Y | -3.9% | +21.2% | -25.1% | -34.3% |
| 3Y | -24.4% | +76.6% | -101.0% | -79.5% |
| 5Y | -95.4% | +66.6% | -162.0% | -98.2% |
| All | -95.4% | +66.2% | -161.6% | -98.2% |
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