-93.2%
SNOA vs VT
+77.9%
-171.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.5% | +0.4% | +1.1% | +0.9% |
| 30D | +17.7% | +1.0% | +16.7% | +16.4% |
| 3M | +9.9% | +2.4% | +7.5% | +7.0% |
| 6M | -52.5% | +12.0% | -64.5% | -58.9% |
| YTD | -63.5% | +15.3% | -78.8% | -69.6% |
| 1Y | -70.6% | +22.6% | -93.2% | -77.5% |
| All | -93.2% | +77.9% | -171.1% | -96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling