+779.6%
SEZL vs VOO
+78.2%
+701.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -2.0% |
| 7D | -1.4% | -0.8% | -0.6% | +0.7% |
| 30D | -5.2% | -1.1% | -4.2% | -1.9% |
| 3M | -7.7% | +3.9% | -11.6% | -16.8% |
| 6M | +71.7% | +13.6% | +58.0% | +20.1% |
| YTD | +87.3% | +12.7% | +74.6% | +35.0% |
| 1Y | +35.6% | +17.6% | +18.0% | -13.2% |
| All | +779.6% | +78.2% | +701.4% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling