-95.2%
SER price history and return analytics
+57.0%
-152.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.7% | +2.4% | -1.6% | -0.1% |
| 30D | -18.7% | -1.5% | -17.2% | -18.3% |
| 3M | -51.2% | -4.1% | -47.1% | -50.4% |
| 6M | -10.9% | +0.6% | -11.5% | -10.9% |
| YTD | -27.3% | +11.0% | -38.4% | -29.7% |
| 1Y | -64.5% | +13.3% | -77.9% | -65.9% |
| 3Y | -93.6% | +73.4% | -167.0% | -94.5% |
| All | -95.2% | +57.0% | -152.2% | -95.7% |
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