+439.5%
SN vs VOO
+67.7%
+371.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.2% |
| 7D | +7.2% | -2.7% | +9.9% | +11.5% |
| 30D | +20.4% | -5.4% | +25.8% | +30.7% |
| 3M | +23.9% | -4.1% | +28.0% | +31.5% |
| 6M | +93.0% | +0.7% | +92.3% | +88.8% |
| YTD | +99.2% | +8.7% | +90.5% | +72.6% |
| 1Y | +142.6% | +11.0% | +131.6% | +103.7% |
| 3Y | +398.8% | +75.5% | +323.3% | +140.1% |
| All | +439.5% | +67.7% | +371.8% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling