-33.4%
SEF price history and return analytics
+76.6%
-110.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +0.9% |
| 7D | -0.2% | +1.0% | -1.2% | +0.6% |
| 30D | +0.8% | -0.2% | +1.1% | +0.7% |
| 3M | -8.5% | +4.5% | -13.0% | -5.1% |
| 6M | -10.5% | +14.1% | -24.5% | +0.4% |
| YTD | -2.4% | +14.8% | -17.2% | +10.3% |
| 1Y | -4.5% | +21.2% | -25.7% | +13.6% |
| 3Y | -33.4% | +76.6% | -110.0% | +15.1% |
| All | -33.4% | +76.6% | -110.0% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling