+1,650.3%
SNEX vs VOO
+806.9%
+843.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +1.0% |
| 7D | +2.1% | -0.9% | +3.1% | +3.3% |
| 30D | -3.9% | -2.3% | -1.5% | -1.3% |
| 3M | -12.0% | -1.2% | -10.8% | -10.8% |
| 6M | -28.5% | +3.3% | -31.9% | -31.0% |
| YTD | +37.3% | +12.3% | +25.0% | +21.8% |
| 1Y | +45.3% | +12.5% | +32.8% | +28.9% |
| 3Y | +196.8% | +79.2% | +117.7% | +61.6% |
| 5Y | +309.2% | +75.7% | +233.6% | +123.8% |
| 10Y | +663.9% | +313.7% | +350.2% | +60.6% |
| All | +1,650.3% | +806.9% | +843.4% | +25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling