+142.6%
SN vs VO
+11.7%
+130.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.9% |
| 7D | +7.2% | -2.6% | +9.7% | +11.7% |
| 30D | +20.4% | -0.9% | +21.3% | +22.0% |
| 3M | +23.9% | -3.0% | +26.9% | +30.5% |
| 6M | +93.0% | +2.2% | +90.8% | +83.1% |
| YTD | +99.2% | +10.6% | +88.7% | +61.1% |
| 1Y | +142.6% | +12.5% | +130.1% | +89.5% |
| All | +142.6% | +11.7% | +130.9% | +89.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling