-97.2%
SER vs VT
+167.6%
-264.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +11.0% | +0.4% | +10.5% | +10.5% |
| 30D | +22.4% | +1.0% | +21.4% | +21.4% |
| 3M | +46.8% | +2.4% | +44.4% | +43.3% |
| 6M | +63.5% | +12.0% | +51.5% | +46.4% |
| YTD | +42.7% | +15.3% | +27.4% | +24.4% |
| 1Y | -48.3% | +22.6% | -70.9% | -57.6% |
| 3Y | -89.2% | +74.7% | -163.9% | -94.3% |
| 5Y | -92.7% | +66.1% | -158.9% | -95.9% |
| All | -97.2% | +167.6% | -264.8% | -99.3% |
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