-73.0%
SES vs VOO
+79.1%
-152.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.6% | +13.9% | +14.4% |
| 7D | +9.0% | +0.5% | +8.4% | +7.6% |
| 30D | +1.4% | -0.9% | +2.4% | +3.5% |
| 3M | -49.1% | +3.9% | -53.0% | -52.3% |
| 6M | -49.6% | +14.5% | -64.1% | -60.1% |
| YTD | -68.3% | +13.0% | -81.3% | -73.9% |
| 1Y | -51.3% | +19.4% | -70.7% | -62.9% |
| 3Y | -73.0% | +78.9% | -151.9% | -88.5% |
| All | -73.0% | +79.1% | -152.1% | -88.5% |
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