+212.1%
SNSR vs VT
+212.8%
-0.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | -5.5% | -2.3% | -3.2% | -2.6% |
| 30D | -11.0% | -5.0% | -6.1% | -4.9% |
| 3M | -9.1% | -4.9% | -4.2% | -2.9% |
| 6M | -5.4% | -1.5% | -3.9% | -2.5% |
| YTD | +19.2% | +8.5% | +10.7% | +9.1% |
| 1Y | +19.2% | +11.4% | +7.9% | +5.8% |
| 3Y | +50.2% | +70.1% | -19.8% | -18.7% |
| 5Y | +14.7% | +53.7% | -39.1% | -29.2% |
| 10Y | +223.8% | +220.0% | +3.9% | -6.5% |
| All | +212.1% | +212.8% | -0.8% | -8.8% |
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