+776.2%
SEZL price history and return analytics
+73.4%
+702.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +3.5% |
| 7D | -3.7% | -2.0% | -1.7% | +1.9% |
| 30D | -7.7% | -1.4% | -6.3% | -3.6% |
| 3M | -2.1% | +4.7% | -6.9% | -13.7% |
| 6M | +70.4% | +11.4% | +59.0% | +25.0% |
| YTD | +86.5% | +13.1% | +73.5% | +31.2% |
| 1Y | +32.9% | +19.0% | +13.9% | -19.7% |
| All | +776.2% | +73.4% | +702.9% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling