+289.1%
SN vs VTEB
+6.9%
+282.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.4% | -1.7% |
| 7D | -7.3% | -0.9% | -6.3% | -5.7% |
| 30D | -13.6% | -2.5% | -11.1% | -9.8% |
| 3M | +18.6% | -3.0% | +21.6% | +24.7% |
| 6M | +46.0% | -2.1% | +48.1% | +52.0% |
| YTD | +43.7% | -1.5% | +45.2% | +48.7% |
| 1Y | +39.2% | +0.2% | +39.0% | +41.6% |
| 3Y | +306.5% | +8.6% | +297.9% | +280.1% |
| All | +289.1% | +6.9% | +282.2% | +262.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling