+63.7%
SE price history and return analytics
+74.0%
-10.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | -0.5% | +2.4% | -2.8% | -3.7% |
| 30D | -20.9% | -1.5% | -19.4% | -19.3% |
| 3M | -38.9% | -4.1% | -34.8% | -35.3% |
| 6M | -19.4% | +0.6% | -20.0% | -20.4% |
| YTD | -40.9% | +11.0% | -52.0% | -49.2% |
| 1Y | -46.2% | +13.3% | -59.5% | -55.1% |
| 3Y | +63.7% | +73.4% | -9.7% | +59.5% |
| All | +63.7% | +74.0% | -10.3% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling