+3.6%
SETM vs VT
+10.5%
-6.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.3% |
| 7D | +0.5% | -2.3% | +2.8% | +5.5% |
| 30D | -14.9% | -5.0% | -10.0% | -4.2% |
| 3M | -22.1% | -4.9% | -17.3% | -12.2% |
| 6M | -36.3% | -1.5% | -34.7% | -33.0% |
| YTD | -15.3% | +8.5% | -23.8% | -25.8% |
| 1Y | +3.6% | +11.4% | -7.8% | -13.4% |
| All | +3.6% | +10.5% | -6.9% | -13.4% |
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