-71.5%
SEV vs VOO
+15.9%
-87.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -1.7% | +0.5% | -2.3% | -2.3% |
| 30D | +2.2% | -0.9% | +3.2% | +3.3% |
| 3M | +7.5% | +3.9% | +3.7% | +3.1% |
| 6M | -30.5% | +14.5% | -45.0% | -40.1% |
| YTD | -46.9% | +13.0% | -59.8% | -54.1% |
| All | -71.5% | +15.9% | -87.4% | -75.6% |
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