-67.4%
SNTG vs VT
+63.9%
-131.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +2.1% |
| 7D | -4.1% | -2.3% | -1.8% | +4.5% |
| 30D | -5.2% | -5.0% | -0.3% | +16.1% |
| 3M | -6.9% | -4.9% | -2.0% | +12.3% |
| 6M | -25.6% | -1.5% | -24.0% | -30.4% |
| YTD | -13.8% | +8.5% | -22.2% | -53.8% |
| 1Y | -21.3% | +11.4% | -32.6% | -63.5% |
| 3Y | +7.9% | +70.1% | -62.1% | -98.0% |
| 5Y | -84.9% | +53.7% | -138.6% | -100.0% |
| All | -67.4% | +63.9% | -131.3% | -100.0% |
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 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