-95.3%
SER price history and return analytics
+53.4%
-148.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +0.2% | -16.6% | -16.5% |
| 7D | -28.9% | -2.3% | -26.5% | -28.3% |
| 30D | -31.3% | -5.0% | -26.4% | -30.0% |
| 3M | -41.3% | -4.9% | -36.4% | -40.1% |
| 6M | -24.6% | -1.5% | -23.0% | -24.1% |
| YTD | -27.9% | +8.5% | -36.3% | -29.7% |
| 1Y | -66.5% | +11.4% | -77.9% | -67.5% |
| 3Y | -93.4% | +70.1% | -163.5% | -94.3% |
| All | -95.3% | +53.4% | -148.8% | -95.8% |
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 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