-99.5%
SEGG vs VT
+67.0%
-166.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.1% | +10.5% | +10.3% |
| 7D | +48.2% | -4.2% | +52.4% | +52.5% |
| 30D | -31.4% | -5.8% | -25.6% | -27.8% |
| 3M | -37.4% | -5.2% | -32.1% | -34.5% |
| 6M | -76.5% | +0.1% | -76.7% | -77.1% |
| YTD | -67.5% | +8.2% | -75.7% | -71.4% |
| 1Y | -91.7% | +10.1% | -101.8% | -92.8% |
| 3Y | -98.8% | +69.7% | -168.4% | -99.3% |
| All | -99.5% | +67.0% | -166.5% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling