+831.1%
SNEX vs VOO
+315.3%
+515.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.9% |
| 7D | +3.7% | -0.4% | +4.1% | +4.1% |
| 30D | +7.1% | -1.4% | +8.5% | +8.7% |
| 3M | -14.8% | +3.7% | -18.5% | -18.0% |
| 6M | +43.1% | +13.0% | +30.0% | +25.9% |
| YTD | +64.0% | +12.4% | +51.6% | +45.7% |
| 1Y | +63.0% | +18.6% | +44.4% | +37.2% |
| 3Y | +285.9% | +78.1% | +207.9% | +115.4% |
| 5Y | +418.0% | +82.3% | +335.7% | +178.6% |
| 10Y | +831.1% | +322.5% | +508.6% | +86.9% |
| All | +831.1% | +315.3% | +515.8% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling