+398.8%
SN vs VO
+60.2%
+338.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.9% |
| 7D | +7.2% | -2.6% | +9.7% | +11.9% |
| 30D | +20.4% | -0.9% | +21.3% | +22.2% |
| 3M | +23.9% | -3.0% | +26.9% | +30.4% |
| 6M | +93.0% | +2.2% | +90.8% | +85.3% |
| YTD | +99.2% | +10.6% | +88.7% | +67.4% |
| 1Y | +142.6% | +12.5% | +130.1% | +98.1% |
| 3Y | +398.8% | +61.4% | +337.4% | +160.3% |
| All | +398.8% | +60.2% | +338.6% | +160.3% |
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