-70.6%
SEF price history and return analytics
+222.7%
-293.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.1% |
| 7D | -1.0% | +2.9% | -3.8% | +2.0% |
| 30D | -5.6% | -2.5% | -3.0% | -7.8% |
| 3M | +0.2% | -3.3% | +3.6% | -2.9% |
| 6M | -10.0% | +1.5% | -11.6% | -8.2% |
| YTD | -3.5% | +11.4% | -14.9% | +9.0% |
| 1Y | -5.2% | +11.9% | -17.1% | +7.8% |
| 3Y | -35.3% | +73.9% | -109.2% | +22.5% |
| 5Y | -27.3% | +57.9% | -85.2% | +32.4% |
| All | -70.6% | +222.7% | -293.3% | +40.8% |
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