-95.2%
SES vs VOO
+113.7%
-208.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.0% |
| 7D | +4.0% | -0.4% | +4.4% | +4.6% |
| 30D | -2.3% | -1.4% | -0.9% | +0.1% |
| 3M | -51.9% | +3.7% | -55.6% | -54.1% |
| 6M | -55.6% | +13.0% | -68.6% | -62.4% |
| YTD | -71.1% | +12.4% | -83.5% | -75.0% |
| 1Y | -54.0% | +18.6% | -72.6% | -62.7% |
| 3Y | -75.4% | +78.1% | -153.4% | -87.8% |
| 5Y | -94.7% | +82.3% | -177.0% | -97.7% |
| All | -95.2% | +113.7% | -208.8% | -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 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