+92.6%
SNN vs VT
+374.2%
-281.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.3% | +0.4% | -0.8% | -0.7% |
| 30D | -4.2% | +1.0% | -5.2% | -5.0% |
| 3M | -6.4% | +2.4% | -8.8% | -8.6% |
| 6M | -19.4% | +12.0% | -31.4% | -26.9% |
| YTD | -10.7% | +15.3% | -26.0% | -21.0% |
| 1Y | -21.5% | +22.6% | -44.1% | -33.9% |
| 3Y | +16.4% | +74.7% | -58.3% | -26.9% |
| 5Y | -15.0% | +66.1% | -81.2% | -44.6% |
| 10Y | +8.4% | +225.0% | -216.6% | -58.3% |
| All | +92.6% | +374.2% | -281.6% | -50.7% |
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