-70.8%
SEF vs VOO
+309.6%
-380.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -1.0% |
| 7D | -2.4% | +2.6% | -4.9% | +0.1% |
| 30D | -6.8% | -2.0% | -4.8% | -8.4% |
| 3M | +0.2% | -2.8% | +3.0% | -2.2% |
| 6M | -11.5% | +2.2% | -13.7% | -9.2% |
| YTD | -4.2% | +11.5% | -15.7% | +7.8% |
| 1Y | -7.1% | +13.5% | -20.6% | +6.5% |
| 3Y | -35.9% | +78.1% | -114.0% | +20.9% |
| 5Y | -27.8% | +73.1% | -100.9% | +41.8% |
| All | -70.8% | +309.6% | -380.4% | +77.9% |
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