-25.2%
SEG price history and return analytics
+45.9%
-71.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.5% |
| 7D | -3.1% | -1.1% | -2.0% | -2.0% |
| 30D | -12.7% | -1.0% | -11.7% | -11.8% |
| 3M | +5.0% | +3.2% | +1.8% | +1.2% |
| 6M | +17.9% | +12.5% | +5.5% | +2.4% |
| YTD | +28.7% | +14.1% | +14.6% | +10.2% |
| 1Y | +0.1% | +18.9% | -18.8% | -18.3% |
| All | -25.2% | +45.9% | -71.1% | -50.9% |
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