+38.6%
SEVN vs VT
+357.6%
-319.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.9% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | +1.3% | -2.6% | +3.9% | +3.3% |
| 3M | -9.1% | -3.2% | -5.9% | -6.9% |
| 6M | -14.0% | +0.9% | -14.9% | -15.0% |
| YTD | -13.4% | +11.3% | -24.7% | -20.9% |
| 1Y | -14.4% | +14.0% | -28.4% | -23.4% |
| 3Y | -12.1% | +75.8% | -88.0% | -44.2% |
| 5Y | +13.1% | +57.8% | -44.8% | -23.5% |
| 10Y | -10.4% | +219.8% | -230.2% | -64.5% |
| All | +38.6% | +357.6% | -319.0% | -56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling