-24.0%
SEG price history and return analytics
+44.6%
-68.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -0.9% | -2.0% | +1.1% | +1.2% |
| 30D | -11.6% | -1.4% | -10.1% | -10.2% |
| 3M | +7.2% | +4.7% | +2.4% | +1.5% |
| 6M | +19.1% | +11.4% | +7.8% | +4.6% |
| YTD | +30.8% | +13.1% | +17.7% | +13.0% |
| 1Y | +5.6% | +19.0% | -13.4% | -13.9% |
| All | -24.0% | +44.6% | -68.6% | -49.6% |
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