+293.4%
SN vs VEU
+63.2%
+230.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -2.0% |
| 7D | -7.2% | -2.1% | -5.1% | -4.6% |
| 30D | -13.4% | -1.0% | -12.4% | -12.3% |
| 3M | +26.8% | +4.6% | +22.2% | +19.2% |
| 6M | +44.6% | +9.6% | +35.0% | +27.4% |
| YTD | +45.3% | +15.0% | +30.2% | +19.8% |
| 1Y | +40.1% | +22.7% | +17.4% | +5.9% |
| 3Y | +375.3% | +73.1% | +302.2% | +127.3% |
| All | +293.4% | +63.2% | +230.2% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling