-94.4%
SER vs VT
+53.2%
-147.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -0.8% |
| 7D | -12.7% | -4.2% | -8.5% | -11.3% |
| 30D | -19.1% | -5.8% | -13.3% | -17.3% |
| 3M | -26.0% | -5.2% | -20.8% | -24.4% |
| 6M | -8.3% | +0.1% | -8.5% | -8.2% |
| YTD | -13.7% | +8.2% | -22.0% | -15.8% |
| 1Y | -61.9% | +10.1% | -72.0% | -62.9% |
| 3Y | -92.3% | +69.7% | -162.0% | -93.3% |
| 5Y | -94.4% | +53.4% | -147.7% | -94.9% |
| All | -94.4% | +53.2% | -147.6% | -94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling