+99.1%
SEZL vs VT
+13.3%
+85.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.7% |
| 7D | -3.9% | -1.6% | -2.3% | -0.7% |
| 30D | +14.0% | -2.5% | +16.5% | +20.2% |
| 3M | -24.9% | -1.3% | -23.6% | -23.6% |
| 6M | +43.3% | +3.1% | +40.2% | +33.6% |
| YTD | +92.9% | +10.9% | +81.9% | +52.4% |
| All | +99.1% | +13.3% | +85.9% | +48.4% |
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