+110.2%
SNN vs VT
+346.0%
-235.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +4.9% | -2.3% | +7.2% | +6.8% |
| 30D | +15.8% | -5.0% | +20.8% | +20.5% |
| 3M | +6.2% | -4.9% | +11.0% | +10.2% |
| 6M | +4.2% | -1.5% | +5.7% | +4.7% |
| YTD | -2.5% | +8.5% | -11.0% | -9.6% |
| 1Y | -1.4% | +11.4% | -12.8% | -10.5% |
| 3Y | +39.4% | +70.1% | -30.7% | -10.8% |
| 5Y | -4.0% | +53.7% | -57.7% | -33.5% |
| 10Y | +38.3% | +220.0% | -181.7% | -46.1% |
| All | +110.2% | +346.0% | -235.8% | -43.5% |
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