+78.8%
VOO vs SE
+63.8%
+15.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.4% |
| 7D | +3.3% | -1.5% | +4.7% | +3.4% |
| 30D | -2.7% | -22.3% | +19.6% | +0.2% |
| 3M | -1.7% | -41.8% | +40.1% | +4.7% |
| 6M | +3.1% | -22.4% | +25.5% | +5.4% |
| YTD | +11.9% | -41.6% | +53.5% | +18.1% |
| 1Y | +12.1% | -48.0% | +60.1% | +20.0% |
| All | +78.8% | +63.8% | +15.0% | +72.3% |
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 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