-93.6%
SER vs VOO
+78.5%
-172.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +0.7% | +2.6% | -1.8% | 0.0% |
| 30D | -18.7% | -2.0% | -16.7% | -18.2% |
| 3M | -51.2% | -2.8% | -48.5% | -50.8% |
| 6M | -10.9% | +2.2% | -13.1% | -11.3% |
| YTD | -27.3% | +11.5% | -38.9% | -29.5% |
| 1Y | -64.5% | +13.5% | -78.0% | -65.6% |
| 3Y | -93.6% | +78.1% | -171.7% | -91.7% |
| All | -93.6% | +78.5% | -172.1% | -91.7% |
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