-97.1%
SEER vs VT
+87.8%
-184.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -3.0% | -2.3% | -0.7% | +1.0% |
| 30D | -26.2% | -5.0% | -21.3% | -19.0% |
| 3M | -25.6% | -4.9% | -20.7% | -18.6% |
| 6M | -13.8% | -1.5% | -12.2% | -11.9% |
| YTD | -10.9% | +8.5% | -19.4% | -25.4% |
| 1Y | -24.5% | +11.4% | -35.9% | -40.2% |
| 3Y | -7.4% | +70.1% | -77.5% | -74.0% |
| 5Y | -95.4% | +53.7% | -149.1% | -98.0% |
| All | -97.1% | +87.8% | -184.9% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling