+411.1%
SNEX vs VOO
+82.3%
+328.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | +1.9% | +0.5% | +1.3% | +1.4% |
| 30D | +4.9% | -0.9% | +5.8% | +5.8% |
| 3M | -12.0% | +3.9% | -15.9% | -14.9% |
| 6M | +43.8% | +14.5% | +29.3% | +27.3% |
| YTD | +63.4% | +13.0% | +50.4% | +46.9% |
| 1Y | +61.3% | +19.4% | +41.9% | +38.5% |
| 3Y | +284.4% | +78.9% | +205.5% | +141.7% |
| 5Y | +411.1% | +82.3% | +328.9% | +220.6% |
| All | +411.1% | +82.3% | +328.8% | +220.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling