+1,855.0%
VRT vs SE
+428.6%
+1,426.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.7% |
| 7D | -17.7% | 0.0% | -17.7% | -17.7% |
| 30D | -20.0% | -19.4% | -0.6% | -15.3% |
| 3M | -28.1% | -33.1% | +5.0% | -20.3% |
| 6M | -42.8% | -11.4% | -31.4% | -42.0% |
| YTD | +20.0% | -39.8% | +59.8% | +34.1% |
| 1Y | +3.5% | -50.5% | +54.0% | +22.0% |
| 3Y | +366.1% | +68.9% | +297.2% | +303.0% |
| 5Y | +632.2% | -77.1% | +709.3% | +758.0% |
| All | +1,855.0% | +428.6% | +1,426.4% | +1,522.4% |
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