+141.0%
SNOY vs VT
+50.7%
+90.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.2% | +0.4% | +3.7% | +3.8% |
| 30D | +8.4% | +1.0% | +7.4% | +7.3% |
| 3M | +37.5% | +2.4% | +35.1% | +33.6% |
| 6M | +92.5% | +12.0% | +80.5% | +66.6% |
| YTD | +52.4% | +15.3% | +37.1% | +27.3% |
| 1Y | +49.7% | +22.6% | +27.1% | +15.4% |
| All | +141.0% | +50.7% | +90.3% | +47.3% |
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 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