-98.1%
SER vs VT
+157.4%
-255.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +9.6% | -1.6% | +11.2% | +11.3% |
| 30D | -6.6% | -2.5% | -4.1% | -4.2% |
| 3M | -11.2% | -1.3% | -9.9% | -9.7% |
| 6M | +0.7% | +3.1% | -2.4% | -2.4% |
| YTD | -4.3% | +10.9% | -15.3% | -13.2% |
| 1Y | -60.9% | +12.1% | -73.0% | -64.8% |
| 3Y | -91.5% | +73.9% | -165.4% | -95.4% |
| 5Y | -93.9% | +58.0% | -151.9% | -96.4% |
| All | -98.1% | +157.4% | -255.5% | -99.5% |
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