+151.9%
SND vs VT
+58.5%
+93.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.6% |
| 7D | +17.1% | +2.9% | +14.2% | +14.1% |
| 30D | -14.6% | -2.5% | -12.0% | -12.0% |
| 3M | -7.7% | -3.3% | -4.3% | -4.2% |
| 6M | -9.7% | +1.5% | -11.2% | -11.1% |
| YTD | +19.3% | +11.4% | +8.0% | +5.9% |
| 1Y | +109.9% | +11.9% | +98.0% | +84.5% |
| 3Y | +157.9% | +73.9% | +84.1% | +42.0% |
| 5Y | +151.9% | +57.9% | +94.0% | +48.3% |
| All | +151.9% | +58.5% | +93.3% | +48.3% |
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