+44.7%
SNOY vs VT
+20.4%
+24.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +9.4% | -0.1% | +9.5% | +9.7% |
| 30D | +2.7% | -0.7% | +3.4% | +3.4% |
| 3M | +34.6% | +4.0% | +30.6% | +30.1% |
| 6M | +79.5% | +12.3% | +67.2% | +61.0% |
| YTD | +48.9% | +14.0% | +34.8% | +31.5% |
| 1Y | +44.7% | +20.3% | +24.4% | +17.1% |
| All | +44.7% | +20.4% | +24.2% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling