+22.2%
SEPI vs VOO
+18.8%
+3.4%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.1% |
| 7D | -0.3% | -0.9% | +0.6% | +0.4% |
| 30D | -3.9% | -2.3% | -1.5% | -1.9% |
| 3M | -1.3% | -1.2% | -0.2% | -0.4% |
| 6M | +4.9% | +3.3% | +1.6% | +1.9% |
| YTD | +13.6% | +12.3% | +1.3% | +2.6% |
| 1Y | +15.2% | +12.5% | +2.7% | +3.9% |
| All | +22.2% | +18.8% | +3.4% | +5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling