-23.6%
SEG price history and return analytics
+45.8%
-69.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -10.0% | -0.7% | -9.3% | -9.4% |
| 3M | +7.9% | +4.0% | +3.9% | +3.1% |
| 6M | +17.9% | +12.3% | +5.6% | +2.6% |
| YTD | +31.5% | +14.0% | +17.4% | +12.6% |
| 1Y | +8.1% | +20.3% | -12.2% | -12.9% |
| All | -23.6% | +45.8% | -69.4% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling