-62.3%
SES price history and return analytics
+15.2%
-77.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | -2.0% |
| 7D | -5.1% | -0.3% | -4.8% | -3.9% |
| 30D | -6.3% | -1.4% | -4.8% | -1.6% |
| 3M | +40.4% | -1.4% | +41.8% | +47.4% |
| 6M | -23.9% | +5.5% | -29.4% | -33.9% |
| YTD | -56.5% | +12.8% | -69.3% | -66.7% |
| 1Y | -62.3% | +15.4% | -77.8% | -72.7% |
| All | -62.3% | +15.2% | -77.5% | -72.7% |
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 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