+363.5%
SE price history and return analytics
+159.5%
+203.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.6% |
| 7D | -0.5% | +2.4% | -2.8% | -4.3% |
| 30D | -20.9% | -1.5% | -19.4% | -19.0% |
| 3M | -38.9% | -4.1% | -34.8% | -34.7% |
| 6M | -19.4% | +0.6% | -20.0% | -20.7% |
| YTD | -40.9% | +11.0% | -52.0% | -50.4% |
| 1Y | -46.2% | +13.3% | -59.5% | -56.3% |
| 3Y | +63.7% | +73.4% | -9.7% | -33.7% |
| 5Y | -77.9% | +57.4% | -135.4% | -88.5% |
| All | +363.5% | +159.5% | +203.9% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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