-93.4%
SER vs VOO
+75.5%
-168.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +0.3% | -16.7% | -16.5% |
| 7D | -28.9% | -2.7% | -26.2% | -28.3% |
| 30D | -31.3% | -5.4% | -26.0% | -30.2% |
| 3M | -41.3% | -4.1% | -37.2% | -40.5% |
| 6M | -24.6% | +0.7% | -25.3% | -24.5% |
| YTD | -27.9% | +8.7% | -36.6% | -29.5% |
| 1Y | -66.5% | +11.0% | -77.5% | -67.2% |
| 3Y | -93.4% | +75.5% | -168.9% | -90.8% |
| All | -93.4% | +75.5% | -168.9% | -90.8% |
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