-70.8%
SEF price history and return analytics
+221.8%
-292.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.9% |
| 7D | -2.4% | +2.4% | -4.7% | 0.0% |
| 30D | -6.8% | -1.5% | -5.3% | -8.0% |
| 3M | +0.2% | -4.1% | +4.3% | -3.7% |
| 6M | -11.5% | +0.6% | -12.1% | -10.6% |
| YTD | -4.2% | +11.0% | -15.2% | +8.0% |
| 1Y | -7.1% | +13.3% | -20.5% | +7.1% |
| 3Y | -35.9% | +73.4% | -109.3% | +21.1% |
| 5Y | -27.8% | +57.4% | -85.2% | +31.2% |
| All | -70.8% | +221.8% | -292.5% | +39.4% |
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