-24.0%
SEG vs VOO
+42.2%
-66.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | -0.9% | -2.0% | +1.1% | +1.0% |
| 30D | -11.6% | -1.7% | -9.9% | -10.2% |
| 3M | +7.2% | +4.7% | +2.4% | +2.1% |
| 6M | +19.1% | +12.6% | +6.6% | +5.2% |
| YTD | +30.8% | +11.8% | +19.0% | +16.6% |
| 1Y | +5.6% | +17.5% | -11.9% | -10.2% |
| All | -24.0% | +42.2% | -66.2% | -45.7% |
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