+102.2%
SEPZ vs VOO
+135.9%
-33.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -1.5% | -2.0% | +0.5% | -0.1% |
| 30D | -1.5% | -1.7% | +0.1% | -0.3% |
| 3M | +3.5% | +4.7% | -1.3% | 0.0% |
| 6M | +9.5% | +12.6% | -3.1% | +0.4% |
| YTD | +8.5% | +11.8% | -3.2% | +0.1% |
| 1Y | +12.8% | +17.5% | -4.7% | +0.3% |
| 3Y | +53.5% | +77.0% | -23.5% | +1.6% |
| 5Y | +64.6% | +82.6% | -18.0% | +5.6% |
| All | +102.2% | +135.9% | -33.7% | +5.6% |
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