-30.1%
SEF vs VOO
+81.6%
-111.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | 0.0% |
| 7D | +1.1% | -0.4% | +1.4% | +0.8% |
| 30D | +1.7% | -1.4% | +3.1% | +0.5% |
| 3M | -7.4% | +3.7% | -11.1% | -4.3% |
| 6M | -10.6% | +13.0% | -23.6% | +0.1% |
| YTD | -2.0% | +12.4% | -14.5% | +9.4% |
| 1Y | -3.8% | +18.6% | -22.4% | +13.0% |
| 3Y | -33.1% | +78.1% | -111.2% | +18.5% |
| 5Y | -30.1% | +82.3% | -112.4% | +36.5% |
| All | -30.1% | +81.6% | -111.7% | +36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling