+99.9%
SETM vs VT
+75.0%
+25.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.8% |
| 30D | +7.6% | +1.0% | +6.6% | +5.9% |
| 3M | -6.3% | +2.4% | -8.7% | -9.2% |
| 6M | -7.5% | +12.0% | -19.5% | -22.0% |
| YTD | +17.3% | +15.3% | +2.0% | -4.7% |
| 1Y | +59.7% | +22.6% | +37.1% | +18.9% |
| All | +99.9% | +75.0% | +25.0% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling