+20.7%
SEPI price history and return analytics
+17.2%
+3.6%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -5.1% | -3.1% | -2.0% | -2.8% |
| 3M | -2.2% | -3.5% | +1.3% | +0.5% |
| 6M | +4.0% | +0.5% | +3.5% | +3.5% |
| YTD | +12.3% | +10.8% | +1.5% | +3.1% |
| 1Y | +11.6% | +11.9% | -0.3% | +1.5% |
| All | +20.7% | +17.2% | +3.6% | +6.8% |
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 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