+293.4%
SN vs VEU
+63.5%
+229.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -2.3% |
| 7D | -7.2% | -1.9% | -5.3% | -4.8% |
| 30D | -13.4% | -0.7% | -12.6% | -12.5% |
| 3M | +26.8% | +4.9% | +21.9% | +18.8% |
| 6M | +44.6% | +9.8% | +34.7% | +27.0% |
| YTD | +45.3% | +15.3% | +30.0% | +19.4% |
| 1Y | +40.1% | +23.0% | +17.1% | +5.6% |
| 3Y | +375.3% | +73.5% | +301.8% | +126.6% |
| All | +293.4% | +63.5% | +229.9% | +97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling