+79.9%
SND vs VT
+53.4%
+26.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.7% | -8.7% |
| 7D | -26.0% | -2.3% | -23.7% | -24.2% |
| 30D | -31.4% | -5.0% | -26.5% | -27.7% |
| 3M | -19.0% | -4.9% | -14.1% | -14.7% |
| 6M | -26.1% | -1.5% | -24.6% | -25.3% |
| YTD | -6.7% | +8.5% | -15.2% | -15.3% |
| 1Y | +77.9% | +11.4% | +66.5% | +56.4% |
| 3Y | +101.6% | +70.1% | +31.6% | +12.9% |
| All | +79.9% | +53.4% | +26.5% | +9.1% |
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