-36.5%
SERA vs VT
+11.9%
-48.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -4.8% | +2.9% | -7.7% | -5.9% |
| 30D | -2.9% | -2.5% | -0.4% | -2.0% |
| 3M | -2.0% | -3.3% | +1.4% | -0.6% |
| 6M | +17.2% | +1.5% | +15.6% | +14.6% |
| YTD | -32.9% | +11.4% | -44.2% | -40.7% |
| 1Y | -36.5% | +11.9% | -48.4% | -44.2% |
| All | -36.5% | +11.9% | -48.4% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling