+455.3%
SN vs VO
+50.8%
+404.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | -1.6% |
| 7D | +7.6% | -0.1% | +7.8% | +7.7% |
| 30D | +24.1% | +0.5% | +23.6% | +22.9% |
| 3M | +23.7% | -1.0% | +24.7% | +25.6% |
| 6M | +105.5% | +6.4% | +99.1% | +84.7% |
| YTD | +105.1% | +13.6% | +91.5% | +66.1% |
| 1Y | +148.3% | +14.5% | +133.8% | +98.9% |
| 3Y | +438.7% | +67.2% | +371.4% | +176.0% |
| All | +455.3% | +50.8% | +404.6% | +218.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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