+74.6%
SEPN vs VOO
+34.5%
+40.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +2.4% |
| 7D | -0.8% | +0.5% | -1.4% | -1.6% |
| 30D | -3.8% | -0.9% | -2.8% | -2.7% |
| 3M | +22.9% | +3.9% | +19.0% | +16.5% |
| 6M | +29.8% | +14.5% | +15.3% | +8.3% |
| YTD | +34.0% | +13.0% | +21.1% | +13.5% |
| 1Y | +154.7% | +19.4% | +135.3% | +99.4% |
| All | +74.6% | +34.5% | +40.1% | +21.9% |
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