+29.9%
SETM price history and return analytics
+75.9%
-46.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.4% |
| 7D | +4.0% | -0.1% | +4.1% | +4.2% |
| 30D | -13.2% | -3.1% | -10.1% | -8.0% |
| 3M | -25.1% | -3.5% | -21.6% | -19.9% |
| 6M | -34.3% | +0.5% | -34.8% | -33.6% |
| YTD | -13.9% | +10.8% | -24.6% | -24.5% |
| 1Y | -4.2% | +11.9% | -16.1% | -17.2% |
| 3Y | +67.5% | +73.0% | -5.4% | -23.9% |
| All | +29.9% | +75.9% | -46.1% | -41.7% |
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 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