-19.5%
SEV vs VT
-0.9%
-18.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.5% | +8.4% |
| 7D | +27.9% | -2.3% | +30.2% | +32.6% |
| 30D | +29.4% | -5.0% | +34.4% | +38.4% |
| 3M | -0.5% | -4.9% | +4.4% | +6.4% |
| 6M | -19.5% | -1.5% | -17.9% | -19.6% |
| All | -19.5% | -0.9% | -18.5% | -19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling