+1,110.1%
SNEX vs VT
+374.2%
+735.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.2% | +0.4% | +0.7% | +0.7% |
| 30D | -8.6% | +1.0% | -9.6% | -9.6% |
| 3M | -8.6% | +2.4% | -11.0% | -11.2% |
| 6M | +26.7% | +12.0% | +14.7% | +10.8% |
| YTD | +64.3% | +15.3% | +48.9% | +39.2% |
| 1Y | +49.5% | +22.6% | +26.9% | +18.1% |
| 3Y | +273.2% | +74.7% | +198.5% | +96.0% |
| 5Y | +412.8% | +66.1% | +346.7% | +181.1% |
| 10Y | +854.5% | +225.0% | +629.5% | +137.3% |
| All | +1,110.1% | +374.2% | +735.9% | +99.9% |
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