+8.5%
SEMG vs VOO
+32.2%
-23.8%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.7% |
| 7D | -0.4% | +0.5% | -0.9% | -0.9% |
| 30D | -2.6% | -0.9% | -1.7% | -1.8% |
| 3M | +4.3% | +3.9% | +0.4% | +0.8% |
| 6M | +7.9% | +14.5% | -6.6% | -5.2% |
| YTD | +0.2% | +13.0% | -12.8% | -10.8% |
| 1Y | +3.4% | +19.4% | -16.0% | -12.7% |
| All | +8.5% | +32.2% | -23.8% | -16.7% |
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