-97.2%
SEER price history and return analytics
+92.2%
-189.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.7% |
| 7D | -3.7% | +2.4% | -6.0% | -7.7% |
| 30D | -24.5% | -1.5% | -23.0% | -22.4% |
| 3M | -25.2% | -4.1% | -21.1% | -19.4% |
| 6M | -11.3% | +0.6% | -11.9% | -12.8% |
| YTD | -14.2% | +11.0% | -25.2% | -31.1% |
| 1Y | -23.0% | +13.3% | -36.4% | -40.8% |
| 3Y | -1.3% | +73.4% | -74.7% | -73.1% |
| 5Y | -95.0% | +57.4% | -152.4% | -97.9% |
| All | -97.2% | +92.2% | -189.4% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling