+319.0%
V vs SE
+372.6%
-53.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +9.7% | -19.4% | +29.1% | +12.9% |
| 3M | +17.3% | -33.1% | +50.4% | +23.4% |
| 6M | +33.2% | -11.4% | +44.7% | +34.1% |
| YTD | +21.3% | -39.8% | +61.1% | +28.2% |
| 1Y | +27.3% | -50.5% | +77.8% | +38.0% |
| 3Y | +76.1% | +68.9% | +7.2% | +55.0% |
| 5Y | +103.5% | -77.1% | +180.5% | +125.0% |
| All | +319.0% | +372.6% | -53.7% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling