+40.1%
SN vs VIG
+12.7%
+27.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.0% |
| 7D | -7.2% | -2.2% | -5.0% | -2.6% |
| 30D | -13.4% | -3.2% | -10.2% | -7.1% |
| 3M | +26.8% | +3.0% | +23.8% | +19.3% |
| 6M | +44.6% | +8.1% | +36.5% | +22.2% |
| YTD | +45.3% | +9.1% | +36.2% | +21.1% |
| 1Y | +40.1% | +12.6% | +27.5% | +13.3% |
| All | +40.1% | +12.7% | +27.4% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling