+425.4%
SN vs VT
+59.9%
+365.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +5.5% |
| 7D | +3.8% | -4.2% | +8.0% | +10.8% |
| 30D | +17.5% | -5.8% | +23.3% | +28.9% |
| 3M | +19.2% | -5.2% | +24.5% | +29.3% |
| 6M | +84.9% | +0.1% | +84.8% | +81.9% |
| YTD | +94.0% | +8.2% | +85.8% | +67.9% |
| 1Y | +151.3% | +10.1% | +141.2% | +111.3% |
| 3Y | +387.1% | +69.7% | +317.4% | +122.7% |
| All | +425.4% | +59.9% | +365.4% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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