-64.2%
SER price history and return analytics
+12.5%
-76.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -21.9% | -0.1% | -21.7% | -22.1% |
| 30D | -28.5% | -3.1% | -25.4% | -25.6% |
| 3M | -46.4% | -3.5% | -42.9% | -43.8% |
| 6M | -18.3% | +0.5% | -18.7% | -19.7% |
| YTD | -25.2% | +10.8% | -36.0% | -40.4% |
| 1Y | -64.2% | +11.9% | -76.1% | -71.6% |
| All | -64.2% | +12.5% | -76.6% | -71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling