-34.9%
VST vs SE
-48.0%
+13.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.5% | -18.3% | -14.4% |
| 7D | -15.7% | +6.7% | -22.4% | -16.6% |
| 30D | -17.0% | -17.2% | +0.2% | -14.5% |
| 3M | -15.9% | -28.0% | +12.2% | -11.8% |
| 6M | -25.0% | -6.1% | -18.9% | -26.3% |
| YTD | -25.1% | -37.1% | +12.0% | -14.8% |
| 1Y | -34.9% | -48.8% | +13.9% | -21.0% |
| All | -34.9% | -48.0% | +13.2% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling