+80.0%
SEPN price history and return analytics
+38.5%
+41.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.8% |
| 7D | +4.8% | -1.1% | +5.9% | +6.3% |
| 30D | -20.1% | -1.0% | -19.1% | -19.1% |
| 3M | +13.2% | +3.2% | +10.0% | +7.9% |
| 6M | +46.4% | +12.5% | +33.9% | +23.8% |
| YTD | +38.1% | +14.1% | +24.1% | +13.8% |
| 1Y | +167.1% | +18.9% | +148.2% | +106.3% |
| All | +80.0% | +38.5% | +41.4% | +11.2% |
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