+418.9%
SNEX vs VT
+66.2%
+352.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.2% | +0.4% | +0.7% | +0.8% |
| 30D | -8.6% | +1.0% | -9.6% | -9.4% |
| 3M | -8.6% | +2.4% | -11.0% | -10.8% |
| 6M | +26.7% | +12.0% | +14.7% | +13.3% |
| YTD | +64.3% | +15.3% | +48.9% | +43.2% |
| 1Y | +49.5% | +22.6% | +26.9% | +23.1% |
| 3Y | +273.2% | +74.7% | +198.5% | +127.4% |
| All | +418.9% | +66.2% | +352.7% | +237.6% |
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