-83.1%
SERA vs VOO
+86.7%
-169.8%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | -8.2% | +2.6% | -10.8% | -10.1% |
| 30D | -2.9% | -2.0% | -0.9% | -1.6% |
| 3M | 0.0% | -2.8% | +2.8% | +1.8% |
| 6M | +26.4% | +2.2% | +24.2% | +23.2% |
| YTD | -31.9% | +11.5% | -43.4% | -38.5% |
| 1Y | -31.9% | +13.5% | -45.4% | -39.4% |
| 3Y | +14.2% | +78.1% | -63.9% | -27.7% |
| 5Y | -81.4% | +73.1% | -154.6% | -88.8% |
| All | -83.1% | +86.7% | -169.8% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling