-98.6%
SER price history and return analytics
+151.7%
-250.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +0.2% | -16.6% | -16.6% |
| 7D | -28.9% | -2.3% | -26.5% | -27.4% |
| 30D | -31.3% | -5.0% | -26.4% | -27.9% |
| 3M | -41.3% | -4.9% | -36.4% | -38.3% |
| 6M | -24.6% | -1.5% | -23.0% | -23.6% |
| YTD | -27.9% | +8.5% | -36.3% | -33.3% |
| 1Y | -66.5% | +11.4% | -77.9% | -69.8% |
| 3Y | -93.4% | +70.1% | -163.5% | -96.4% |
| 5Y | -95.3% | +53.7% | -149.0% | -97.1% |
| All | -98.6% | +151.7% | -250.3% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling