+53.5%
SEIE vs VOO
+35.9%
+17.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | +0.5% | +0.5% | 0.0% | +0.1% |
| 30D | -0.6% | -0.9% | +0.3% | 0.0% |
| 3M | +7.6% | +3.9% | +3.7% | +4.6% |
| 6M | +13.2% | +14.5% | -1.3% | +2.8% |
| YTD | +15.6% | +13.0% | +2.6% | +5.9% |
| 1Y | +24.4% | +19.4% | +5.0% | +10.0% |
| All | +53.5% | +35.9% | +17.6% | +23.9% |
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