+14.9%
VTI vs SE
-48.0%
+62.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.5% | -2.9% | +1.2% |
| 7D | -0.6% | +6.7% | -7.3% | -1.1% |
| 30D | -1.0% | -17.2% | +16.2% | +0.5% |
| 3M | -0.8% | -28.0% | +27.3% | +1.6% |
| 6M | +7.1% | -6.1% | +13.2% | +6.4% |
| YTD | +13.4% | -37.1% | +50.5% | +16.5% |
| 1Y | +14.9% | -48.8% | +63.7% | +20.7% |
| All | +14.9% | -48.0% | +62.9% | +20.7% |
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 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