-80.9%
SEV vs VT
+12.5%
-93.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.9% | -0.5% | -28.5% | -28.3% |
| 7D | -11.0% | -0.1% | -10.8% | -10.2% |
| 30D | -1.2% | -3.1% | +1.8% | +2.7% |
| 3M | -24.3% | -3.5% | -20.8% | -20.9% |
| 6M | -36.7% | +0.5% | -37.2% | -36.8% |
| YTD | -62.2% | +10.8% | -73.0% | -67.3% |
| 1Y | -80.9% | +11.9% | -92.7% | -83.5% |
| All | -80.9% | +12.5% | -93.3% | -83.5% |
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