+2.4%
SFNC vs VT
+66.2%
-63.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +4.4% | +0.4% | +4.0% | +4.0% |
| 30D | -1.4% | +1.0% | -2.4% | -2.3% |
| 3M | +11.0% | +2.4% | +8.7% | +8.2% |
| 6M | +19.7% | +12.0% | +7.7% | +6.6% |
| YTD | +28.3% | +15.3% | +13.0% | +11.0% |
| 1Y | +16.8% | +22.6% | -5.8% | -5.1% |
| 3Y | +46.9% | +74.7% | -27.8% | -15.4% |
| All | +2.4% | +66.2% | -63.8% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling