-62.4%
SES vs VT
+13.0%
-75.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +1.6% |
| 7D | +17.0% | +0.4% | +16.6% | +17.0% |
| 30D | +16.7% | -2.6% | +19.3% | +28.2% |
| 3M | +61.9% | -3.2% | +65.2% | +81.2% |
| 6M | -2.0% | +0.9% | -3.0% | -1.7% |
| YTD | -49.4% | +11.3% | -60.8% | -60.1% |
| All | -62.4% | +13.0% | -75.4% | -71.1% |
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