-75.0%
SNTG vs VT
+22.0%
-97.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.3% | +0.4% | -2.7% | -2.5% |
| 30D | -2.9% | +1.0% | -3.8% | -3.3% |
| 3M | -22.7% | +2.4% | -25.1% | -23.4% |
| 6M | -10.5% | +12.0% | -22.5% | -17.6% |
| YTD | -10.1% | +15.3% | -25.4% | -20.3% |
| All | -75.0% | +22.0% | -97.0% | -73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling