+322.5%
V vs SE
+363.8%
-41.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.1% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +9.0% | -20.9% | +29.9% | +12.4% |
| 3M | +16.7% | -38.9% | +55.6% | +24.5% |
| 6M | +33.4% | -19.4% | +52.8% | +36.2% |
| YTD | +22.4% | -40.9% | +63.3% | +29.6% |
| 1Y | +27.7% | -46.2% | +73.9% | +36.8% |
| 3Y | +78.0% | +63.7% | +14.3% | +57.3% |
| 5Y | +108.5% | -77.9% | +186.4% | +131.8% |
| All | +322.5% | +363.8% | -41.3% | +149.9% |
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