+319.5%
SN vs VOO
+75.2%
+244.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.4% |
| 7D | -9.3% | +0.1% | -9.4% | -9.4% |
| 30D | -4.8% | +0.1% | -4.9% | -4.8% |
| 3M | +40.4% | +2.0% | +38.4% | +35.8% |
| 6M | +50.9% | +13.0% | +37.9% | +23.8% |
| YTD | +54.9% | +13.6% | +41.4% | +26.1% |
| 1Y | +43.0% | +20.1% | +23.0% | +6.2% |
| 3Y | +391.8% | +77.6% | +314.3% | +126.0% |
| All | +319.5% | +75.2% | +244.3% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling