+846.1%
SNEX vs VT
+346.0%
+500.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | +2.8% | -2.3% | +5.1% | +5.7% |
| 30D | -11.6% | -5.0% | -6.7% | -6.1% |
| 3M | -18.6% | -4.9% | -13.7% | -13.6% |
| 6M | -23.4% | -1.5% | -21.9% | -22.2% |
| YTD | +28.5% | +8.5% | +20.0% | +17.0% |
| 1Y | +42.0% | +11.4% | +30.6% | +25.6% |
| 3Y | +180.8% | +70.1% | +110.8% | +52.5% |
| 5Y | +283.3% | +53.7% | +229.6% | +130.2% |
| 10Y | +688.7% | +220.0% | +468.8% | +99.6% |
| All | +846.1% | +346.0% | +500.1% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling