+430.5%
SN vs VT
+66.7%
+363.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +1.4% |
| 7D | +10.6% | -0.3% | +10.9% | +11.2% |
| 30D | +20.0% | -1.4% | +21.4% | +22.8% |
| 3M | +30.4% | -1.4% | +31.8% | +33.1% |
| 6M | +91.0% | +5.5% | +85.5% | +73.2% |
| YTD | +95.9% | +12.8% | +83.1% | +59.2% |
| 1Y | +158.9% | +15.4% | +143.5% | +102.5% |
| 3Y | +391.8% | +76.9% | +314.9% | +111.2% |
| All | +430.5% | +66.7% | +363.8% | +138.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling