-95.3%
SES vs VOO
+115.8%
-211.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.2% |
| 7D | -3.6% | +0.1% | -3.7% | -3.9% |
| 30D | -1.6% | +0.1% | -1.6% | -1.3% |
| 3M | -62.5% | +2.0% | -64.5% | -63.1% |
| 6M | -70.6% | +13.0% | -83.6% | -75.0% |
| YTD | -72.1% | +13.6% | -85.6% | -76.2% |
| 1Y | -52.1% | +20.1% | -72.2% | -61.9% |
| 3Y | -76.9% | +77.6% | -154.5% | -88.6% |
| 5Y | -94.9% | +82.4% | -177.4% | -97.8% |
| All | -95.3% | +115.8% | -211.2% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling