+148.0%
SN vs VCLT
-4.7%
+152.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +3.5% |
| 7D | +1.5% | -2.3% | +3.8% | +5.6% |
| 30D | +21.5% | +0.8% | +20.8% | +20.2% |
| 3M | +20.0% | -2.7% | +22.7% | +26.3% |
| 6M | +119.9% | -4.3% | +124.2% | +138.8% |
| YTD | +102.3% | -4.3% | +106.6% | +120.3% |
| 1Y | +148.0% | -4.4% | +152.4% | +170.6% |
| All | +148.0% | -4.7% | +152.7% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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