+319.5%
SN vs VT
+70.4%
+249.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -9.3% | +0.4% | -9.8% | -9.9% |
| 30D | -4.8% | +1.0% | -5.8% | -6.2% |
| 3M | +40.4% | +2.4% | +38.0% | +34.8% |
| 6M | +50.9% | +12.0% | +38.9% | +24.6% |
| YTD | +54.9% | +15.3% | +39.6% | +21.8% |
| 1Y | +43.0% | +22.6% | +20.4% | +1.2% |
| 3Y | +391.8% | +74.7% | +317.2% | +111.3% |
| All | +319.5% | +70.4% | +249.1% | +82.7% |
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