+26.5%
SEIS vs VOO
+34.5%
-8.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -2.6% | -2.0% | -0.6% | -0.4% |
| 30D | -4.3% | -1.7% | -2.6% | -2.4% |
| 3M | +1.5% | +4.7% | -3.3% | -3.8% |
| 6M | +13.3% | +12.6% | +0.7% | -1.0% |
| YTD | +13.9% | +11.8% | +2.1% | +0.4% |
| 1Y | +15.0% | +17.5% | -2.5% | -4.0% |
| All | +26.5% | +34.5% | -8.0% | -7.8% |
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