+104.1%
SEPZ vs VT
+113.0%
-8.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.1% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | -0.8% | -1.4% | +0.6% | +0.3% |
| 3M | -0.9% | -1.4% | +0.5% | +0.2% |
| 6M | +5.4% | +5.5% | 0.0% | +1.3% |
| YTD | +9.5% | +12.8% | -3.3% | -0.1% |
| 1Y | +10.8% | +15.4% | -4.6% | -0.6% |
| 3Y | +57.0% | +76.9% | -19.9% | +2.6% |
| 5Y | +60.5% | +60.4% | +0.1% | +12.7% |
| All | +104.1% | +113.0% | -8.9% | +12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling