+5.6%
SEB price history and return analytics
+66.2%
-60.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +4.4% | +1.0% | +3.4% | +4.1% |
| 30D | +1.6% | -0.2% | +1.8% | +1.6% |
| 3M | -15.3% | +4.5% | -19.9% | -16.4% |
| 6M | -14.1% | +14.1% | -28.1% | -17.4% |
| YTD | -3.0% | +14.8% | -17.8% | -6.9% |
| 1Y | +8.7% | +21.2% | -12.5% | +2.6% |
| 3Y | +22.3% | +76.6% | -54.3% | +4.8% |
| 5Y | +5.6% | +66.6% | -61.0% | -8.3% |
| All | +5.6% | +66.2% | -60.6% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling