+91.9%
SEIM price history and return analytics
+69.7%
+22.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -4.9% | -2.3% | -2.6% | -2.2% |
| 30D | -11.8% | -5.0% | -6.9% | -6.3% |
| 3M | -11.4% | -4.9% | -6.6% | -5.9% |
| 6M | -7.6% | -1.5% | -6.0% | -5.6% |
| YTD | +5.4% | +8.5% | -3.1% | -3.8% |
| 1Y | +7.9% | +11.4% | -3.5% | -4.3% |
| 3Y | +91.9% | +70.1% | +21.8% | +10.9% |
| All | +91.9% | +69.7% | +22.2% | +10.9% |
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 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