+450.0%
SN vs VO
+66.5%
+383.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.5% | +3.1% | -1.6% | -3.7% |
| 30D | +21.5% | +2.2% | +19.3% | +16.9% |
| 3M | +20.0% | -2.5% | +22.5% | +25.3% |
| 6M | +119.9% | +7.0% | +113.0% | +94.9% |
| YTD | +102.3% | +14.0% | +88.3% | +61.1% |
| 1Y | +148.0% | +15.6% | +132.3% | +92.9% |
| 3Y | +450.0% | +66.2% | +383.8% | +175.8% |
| All | +450.0% | +66.5% | +383.5% | +175.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling