+26.3%
SEZL vs VT
+20.4%
+5.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.4% |
| 7D | -3.6% | -0.1% | -3.5% | -3.3% |
| 30D | -0.7% | -0.7% | -0.1% | +1.0% |
| 3M | -3.6% | +4.0% | -7.6% | -10.7% |
| 6M | +61.7% | +12.3% | +49.4% | +27.6% |
| YTD | +84.5% | +14.0% | +70.5% | +40.2% |
| 1Y | +26.3% | +20.3% | +6.0% | -10.9% |
| All | +26.3% | +20.4% | +5.9% | -10.9% |
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