+449.1%
SN vs VEU
+58.8%
+390.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.9% |
| 7D | +3.5% | -0.5% | +4.0% | +4.0% |
| 30D | +19.4% | -1.0% | +20.4% | +20.8% |
| 3M | +20.9% | -3.6% | +24.5% | +25.9% |
| 6M | +111.1% | -1.2% | +112.3% | +112.0% |
| YTD | +102.8% | +12.0% | +90.8% | +72.0% |
| 1Y | +146.2% | +13.9% | +132.3% | +104.4% |
| 3Y | +441.4% | +71.3% | +370.2% | +158.8% |
| All | +449.1% | +58.8% | +390.3% | +183.8% |
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