+98.9%
SNOY vs VT
+41.8%
+57.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.6% |
| 7D | -8.7% | -2.3% | -6.3% | -5.9% |
| 30D | -17.8% | -5.0% | -12.8% | -12.3% |
| 3M | -10.5% | -4.9% | -5.6% | -4.5% |
| 6M | +87.1% | -1.5% | +88.6% | +90.9% |
| YTD | +25.8% | +8.5% | +17.3% | +13.3% |
| 1Y | +8.2% | +11.4% | -3.2% | -5.9% |
| All | +98.9% | +41.8% | +57.1% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling