+242.3%
VOO vs SE
+553.8%
-311.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.0% |
| 7D | -0.8% | -5.2% | +4.4% | -0.1% |
| 30D | -1.1% | -17.1% | +16.0% | +1.4% |
| 3M | +3.9% | +24.0% | -20.1% | +0.4% |
| 6M | +13.6% | +21.0% | -7.3% | +9.8% |
| YTD | +12.7% | -16.7% | +29.4% | +14.0% |
| 1Y | +17.6% | -45.9% | +63.5% | +25.9% |
| 3Y | +77.3% | +177.8% | -100.5% | +47.8% |
| 5Y | +84.1% | -67.4% | +151.5% | +91.6% |
| All | +242.3% | +553.8% | -311.5% | +122.3% |
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