+450.0%
SN vs VTEB
+10.6%
+439.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.3% |
| 7D | +1.5% | -1.2% | +2.8% | +3.6% |
| 30D | +21.5% | +2.5% | +19.0% | +17.1% |
| 3M | +20.0% | -1.7% | +21.7% | +24.7% |
| 6M | +119.9% | -1.2% | +121.2% | +127.2% |
| YTD | +102.3% | -0.5% | +102.8% | +107.8% |
| 1Y | +148.0% | -0.1% | +148.1% | +153.6% |
| 3Y | +450.0% | +10.5% | +439.5% | +407.7% |
| All | +450.0% | +10.6% | +439.4% | +407.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling