-89.7%
SEF vs VOO
+806.9%
-896.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | +0.8% |
| 7D | +1.0% | -0.9% | +1.9% | +0.2% |
| 30D | -5.8% | -2.3% | -3.5% | -7.9% |
| 3M | -0.5% | -1.2% | +0.6% | -1.4% |
| 6M | -11.3% | +3.3% | -14.6% | -7.8% |
| YTD | -4.2% | +12.3% | -16.5% | +9.3% |
| 1Y | -6.8% | +12.5% | -19.3% | +6.6% |
| 3Y | -35.8% | +79.2% | -115.0% | +25.8% |
| 5Y | -28.0% | +75.7% | -103.7% | +48.3% |
| 10Y | -71.3% | +313.7% | -385.0% | +92.9% |
| All | -89.7% | +806.9% | -896.6% | +133.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling