-99.2%
SEGG vs VT
+78.0%
-177.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -3.5% | +0.4% | -4.0% | -4.0% |
| 30D | +3.0% | +1.0% | +2.0% | +2.0% |
| 3M | -77.8% | +2.4% | -80.2% | -78.4% |
| 6M | -58.1% | +12.0% | -70.1% | -63.5% |
| YTD | -46.6% | +15.3% | -61.9% | -55.6% |
| 1Y | -93.7% | +22.6% | -116.2% | -95.0% |
| 3Y | -98.8% | +74.7% | -173.4% | -99.5% |
| All | -99.2% | +78.0% | -177.2% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling