+136.3%
SNOY vs VT
+50.0%
+86.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | +4.8% | +1.0% | +3.8% | +3.7% |
| 30D | +4.1% | -0.2% | +4.4% | +4.6% |
| 3M | +34.8% | +4.5% | +30.3% | +27.8% |
| 6M | +80.5% | +14.1% | +66.4% | +52.4% |
| YTD | +49.4% | +14.8% | +34.6% | +25.5% |
| 1Y | +44.6% | +21.2% | +23.4% | +13.1% |
| All | +136.3% | +50.0% | +86.3% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling