+12.5%
SERA vs VOO
+79.1%
-66.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.3% |
| 7D | -4.8% | +3.3% | -8.1% | -6.9% |
| 30D | -2.9% | -2.7% | -0.3% | -1.3% |
| 3M | -2.0% | -1.7% | -0.2% | -1.1% |
| 6M | +17.2% | +3.1% | +14.0% | +13.6% |
| YTD | -32.9% | +11.9% | -44.8% | -39.2% |
| 1Y | -36.5% | +12.1% | -48.6% | -42.6% |
| All | +12.5% | +79.1% | -66.6% | +630.1% |
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