+695.9%
SENEA vs VOO
+810.0%
-114.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.7% |
| 7D | -2.6% | -0.8% | -1.8% | -1.9% |
| 30D | +1.2% | -1.1% | +2.3% | +2.1% |
| 3M | +27.8% | +3.9% | +23.9% | +23.6% |
| 6M | +32.1% | +13.6% | +18.5% | +17.7% |
| YTD | +72.3% | +12.7% | +59.6% | +54.2% |
| 1Y | +71.0% | +17.6% | +53.4% | +47.0% |
| 3Y | +268.4% | +77.3% | +191.1% | +111.7% |
| 5Y | +291.6% | +84.1% | +207.5% | +110.6% |
| 10Y | +549.3% | +323.5% | +225.7% | +39.3% |
| All | +695.9% | +810.0% | -114.1% | -30.1% |
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