+78.9%
VOO vs SE
+194.4%
-115.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | +0.5% | +0.6% | -0.1% | +0.5% |
| 30D | -0.9% | -0.1% | -0.8% | -1.2% |
| 3M | +3.9% | +34.1% | -30.2% | -0.5% |
| 6M | +14.5% | +23.2% | -8.7% | +10.5% |
| YTD | +13.0% | -11.2% | +24.1% | +13.4% |
| 1Y | +19.4% | -40.5% | +60.0% | +26.5% |
| 3Y | +78.9% | +196.3% | -117.4% | +57.7% |
| All | +78.9% | +194.4% | -115.5% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling