-97.2%
SEER vs VT
+92.8%
-189.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.1% |
| 7D | -2.5% | +2.9% | -5.3% | -7.5% |
| 30D | -24.6% | -2.5% | -22.1% | -21.0% |
| 3M | -25.7% | -3.3% | -22.4% | -21.1% |
| 6M | -12.6% | +1.5% | -14.2% | -15.7% |
| YTD | -13.1% | +11.4% | -24.5% | -30.6% |
| 1Y | -23.6% | +11.9% | -35.5% | -39.7% |
| 3Y | +1.9% | +73.9% | -72.0% | -72.4% |
| 5Y | -95.0% | +57.9% | -152.8% | -97.9% |
| All | -97.2% | +92.8% | -189.9% | -99.3% |
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