-95.6%
SEER price history and return analytics
+63.7%
-159.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +1.0% |
| 7D | -0.5% | -2.0% | +1.5% | +3.1% |
| 30D | -10.6% | -1.4% | -9.2% | -8.4% |
| 3M | +14.2% | +4.7% | +9.5% | +4.7% |
| 6M | +9.0% | +11.4% | -2.3% | -11.6% |
| YTD | +5.5% | +13.1% | -7.6% | -17.3% |
| 1Y | -6.8% | +19.0% | -25.8% | -34.1% |
| 3Y | -25.2% | +73.9% | -99.1% | -79.2% |
| 5Y | -95.6% | +65.4% | -160.9% | -98.2% |
| All | -95.6% | +63.7% | -159.2% | -98.2% |
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