+162.8%
SND vs VT
+66.2%
+96.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | +27.3% | +1.0% | +26.3% | +26.1% |
| 3M | -4.8% | +2.4% | -7.2% | -7.3% |
| 6M | +35.9% | +12.0% | +23.9% | +19.3% |
| YTD | +38.6% | +15.3% | +23.3% | +18.0% |
| 1Y | +188.8% | +22.6% | +166.2% | +129.0% |
| 3Y | +211.7% | +74.7% | +137.0% | +68.4% |
| All | +162.8% | +66.2% | +96.6% | +48.9% |
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