+237.1%
SNSR vs VT
+230.9%
+6.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +1.9% | +1.0% | +0.9% | +0.6% |
| 30D | -4.1% | -0.2% | -3.9% | -3.8% |
| 3M | -6.2% | +4.5% | -10.8% | -10.9% |
| 6M | +24.6% | +14.1% | +10.6% | +6.7% |
| YTD | +28.7% | +14.8% | +13.9% | +9.5% |
| 1Y | +22.5% | +21.2% | +1.4% | -2.3% |
| 3Y | +53.5% | +76.6% | -23.1% | -21.1% |
| 5Y | +29.3% | +66.6% | -37.3% | -27.8% |
| All | +237.1% | +230.9% | +6.2% | -8.5% |
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