-6.7%
SEF price history and return analytics
+12.5%
-19.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.7% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -5.9% | -3.1% | -2.9% | -7.2% |
| 3M | 0.0% | -3.5% | +3.5% | -1.6% |
| 6M | -10.7% | +0.5% | -11.2% | -10.0% |
| YTD | -3.7% | +10.8% | -14.5% | +4.6% |
| 1Y | -6.7% | +11.9% | -18.6% | +2.3% |
| All | -6.7% | +12.5% | -19.1% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling