+18.6%
SEPI price history and return analytics
+14.5%
+4.1%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -0.1% |
| 7D | -3.4% | -4.2% | +0.8% | -0.2% |
| 30D | -6.9% | -5.8% | -1.1% | -2.5% |
| 3M | -4.1% | -5.2% | +1.2% | 0.0% |
| 6M | +3.8% | +0.1% | +3.6% | +3.5% |
| YTD | +10.2% | +8.2% | +2.0% | +3.1% |
| 1Y | +12.7% | +10.1% | +2.6% | +3.7% |
| All | +18.6% | +14.5% | +4.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling