+309.7%
SN vs VIG
+51.5%
+258.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.3% |
| 7D | -3.4% | -1.2% | -2.2% | -1.2% |
| 30D | -9.1% | -2.8% | -6.2% | -3.9% |
| 3M | +31.8% | +2.5% | +29.3% | +26.1% |
| 6M | +52.0% | +8.1% | +43.9% | +32.3% |
| YTD | +51.3% | +9.6% | +41.7% | +28.4% |
| 1Y | +46.9% | +14.2% | +32.7% | +15.6% |
| 3Y | +394.9% | +56.1% | +338.8% | +146.5% |
| All | +309.7% | +51.5% | +258.1% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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