+237.5%
SNSR vs VT
+232.6%
+4.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +0.9% | +0.4% | +0.5% | +0.3% |
| 30D | -1.7% | +1.0% | -2.7% | -2.9% |
| 3M | -10.5% | +2.4% | -12.9% | -12.6% |
| 6M | +21.4% | +12.0% | +9.4% | +6.2% |
| YTD | +28.9% | +15.3% | +13.5% | +8.9% |
| 1Y | +24.4% | +22.6% | +1.8% | -2.3% |
| 3Y | +48.1% | +74.7% | -26.6% | -22.9% |
| 5Y | +27.3% | +66.1% | -38.9% | -28.8% |
| All | +237.5% | +232.6% | +4.9% | -9.0% |
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