-95.2%
SES price history and return analytics
+85.3%
-180.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.1% | -7.6% |
| 7D | +4.0% | -0.1% | +4.1% | +4.2% |
| 30D | -2.3% | -0.7% | -1.6% | -0.8% |
| 3M | -51.9% | +4.0% | -55.8% | -54.6% |
| 6M | -55.6% | +12.3% | -67.8% | -62.9% |
| YTD | -71.1% | +14.0% | -85.1% | -75.9% |
| 1Y | -54.0% | +20.3% | -74.3% | -64.3% |
| 3Y | -75.4% | +75.4% | -150.8% | -88.5% |
| 5Y | -94.7% | +66.0% | -160.7% | -97.7% |
| All | -95.2% | +85.3% | -180.5% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling