+109.7%
SEIM vs VOO
+77.8%
+32.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.2% |
| 7D | +1.8% | +0.5% | +1.2% | +1.1% |
| 30D | -2.1% | -0.9% | -1.2% | -1.1% |
| 3M | +1.6% | +3.9% | -2.3% | -2.7% |
| 6M | +16.5% | +14.5% | +2.0% | 0.0% |
| YTD | +17.2% | +13.0% | +4.3% | +2.3% |
| 1Y | +23.3% | +19.4% | +3.9% | +1.2% |
| All | +109.7% | +77.8% | +32.0% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling