-71.5%
SEV vs VT
+14.1%
-85.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +4.7% |
| 7D | +23.9% | +0.4% | +23.5% | +23.9% |
| 30D | +39.0% | -2.6% | +41.6% | +43.5% |
| 3M | +2.2% | -3.2% | +5.5% | +6.4% |
| 6M | -10.9% | +0.9% | -11.9% | -11.8% |
| YTD | -46.9% | +11.3% | -58.2% | -54.2% |
| 1Y | -70.4% | +14.0% | -84.4% | -74.4% |
| All | -71.5% | +14.1% | -85.6% | -76.2% |
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