+309.7%
SN vs VOO
+73.4%
+236.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.6% |
| 7D | -3.4% | -0.4% | -3.0% | -2.8% |
| 30D | -9.1% | -1.4% | -7.7% | -6.9% |
| 3M | +31.8% | +3.7% | +28.1% | +24.1% |
| 6M | +52.0% | +13.0% | +39.0% | +24.7% |
| YTD | +51.3% | +12.4% | +38.9% | +25.2% |
| 1Y | +46.9% | +18.6% | +28.3% | +11.3% |
| 3Y | +394.9% | +78.1% | +316.9% | +129.6% |
| All | +309.7% | +73.4% | +236.2% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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