+398.8%
SN vs VIG
+62.5%
+336.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.4% |
| 7D | +7.2% | -1.8% | +9.0% | +10.6% |
| 30D | +20.4% | +2.7% | +17.7% | +14.2% |
| 3M | +23.9% | 0.0% | +23.9% | +23.6% |
| 6M | +93.0% | +6.8% | +86.3% | +70.1% |
| YTD | +99.2% | +12.1% | +87.2% | +60.6% |
| 1Y | +142.6% | +14.8% | +127.8% | +87.0% |
| 3Y | +398.8% | +62.4% | +336.4% | +119.0% |
| All | +398.8% | +62.5% | +336.3% | +119.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling