+76.4%
SEPN vs VOO
+33.1%
+43.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | +2.6% | -2.0% | +4.6% | +5.3% |
| 30D | -21.0% | -1.7% | -19.3% | -19.3% |
| 3M | +23.9% | +4.7% | +19.2% | +16.1% |
| 6M | +34.7% | +12.6% | +22.2% | +15.0% |
| YTD | +35.4% | +11.8% | +23.6% | +16.2% |
| 1Y | +156.5% | +17.5% | +138.9% | +105.1% |
| All | +76.4% | +33.1% | +43.3% | +24.8% |
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