-95.1%
SES vs VOO
+112.4%
-207.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.3% |
| 7D | +3.9% | -2.0% | +5.9% | +7.2% |
| 30D | -5.7% | -1.7% | -4.1% | -3.0% |
| 3M | -50.3% | +4.7% | -55.0% | -53.3% |
| 6M | -58.5% | +12.6% | -71.1% | -64.7% |
| YTD | -70.7% | +11.8% | -82.5% | -74.4% |
| 1Y | -52.9% | +17.5% | -70.5% | -61.3% |
| 3Y | -75.0% | +77.0% | -152.0% | -87.6% |
| 5Y | -94.7% | +82.6% | -177.3% | -97.7% |
| All | -95.1% | +112.4% | -207.5% | -97.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling