-77.5%
SNAL vs VT
+102.6%
-180.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | -13.7% | +0.4% | -14.1% | -14.2% |
| 30D | -39.6% | +1.0% | -40.6% | -40.7% |
| 3M | -37.6% | +2.4% | -40.0% | -40.6% |
| 6M | -24.4% | +12.0% | -36.4% | -37.9% |
| YTD | -43.1% | +15.3% | -58.4% | -55.3% |
| 1Y | -43.0% | +22.6% | -65.6% | -58.5% |
| 3Y | -59.8% | +74.7% | -134.5% | -81.5% |
| All | -77.5% | +102.6% | -180.1% | -92.0% |
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