+76.4%
SEPN price history and return analytics
+37.3%
+39.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.6% |
| 7D | +2.6% | -2.0% | +4.6% | +5.3% |
| 30D | -21.0% | -1.4% | -19.5% | -19.5% |
| 3M | +23.9% | +4.7% | +19.2% | +15.8% |
| 6M | +34.7% | +11.4% | +23.4% | +15.6% |
| YTD | +35.4% | +13.1% | +22.3% | +12.8% |
| 1Y | +156.5% | +19.0% | +137.4% | +97.2% |
| All | +76.4% | +37.3% | +39.1% | +10.3% |
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