-83.7%
SERA price history and return analytics
+67.2%
-150.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -3.5% |
| 7D | -3.7% | -0.7% | -3.0% | -3.4% |
| 30D | -6.3% | -1.7% | -4.5% | -5.1% |
| 3M | -2.5% | -2.3% | -0.2% | -0.9% |
| 6M | +12.1% | +1.5% | +10.6% | +9.5% |
| YTD | -34.2% | +12.0% | -46.3% | -41.8% |
| 1Y | -27.9% | +12.9% | -40.8% | -36.5% |
| 3Y | +14.8% | +74.9% | -60.2% | -31.4% |
| 5Y | -82.3% | +59.9% | -142.2% | -89.0% |
| All | -83.7% | +67.2% | -150.9% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling