-72.4%
SEF price history and return analytics
+222.7%
-295.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | -0.2% |
| 7D | +1.1% | -0.1% | +1.2% | +0.9% |
| 30D | +1.7% | -0.7% | +2.4% | +1.1% |
| 3M | -7.4% | +4.0% | -11.4% | -3.5% |
| 6M | -10.6% | +12.3% | -22.9% | +1.3% |
| YTD | -2.0% | +14.0% | -16.1% | +13.1% |
| 1Y | -3.8% | +20.3% | -24.1% | +17.9% |
| 3Y | -33.1% | +75.4% | -108.6% | +27.6% |
| 5Y | -30.1% | +66.0% | -96.1% | +34.1% |
| 10Y | -72.4% | +228.2% | -300.6% | +32.5% |
| All | -72.4% | +222.7% | -295.1% | +32.5% |
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