+28.3%
SEPU vs VT
+41.8%
-13.5%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -1.1% | -0.7% | -0.5% | -0.7% |
| 3M | +3.1% | +4.0% | -0.9% | +0.5% |
| 6M | +10.0% | +12.3% | -2.3% | +2.0% |
| YTD | +9.2% | +14.0% | -4.8% | +0.2% |
| 1Y | +13.4% | +20.3% | -6.9% | +0.5% |
| All | +28.3% | +41.8% | -13.5% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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