+1,994.3%
SNEX vs VOO
+817.1%
+1,177.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -8.6% | +0.1% | -8.7% | -8.7% |
| 3M | -8.6% | +2.0% | -10.7% | -10.7% |
| 6M | +26.7% | +13.0% | +13.6% | +11.3% |
| YTD | +64.3% | +13.6% | +50.7% | +43.9% |
| 1Y | +49.5% | +20.1% | +29.4% | +23.6% |
| 3Y | +273.2% | +77.6% | +195.6% | +104.6% |
| 5Y | +412.8% | +82.4% | +330.4% | +168.7% |
| 10Y | +854.5% | +316.8% | +537.7% | +98.8% |
| All | +1,994.3% | +817.1% | +1,177.3% | +48.4% |
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