-85.0%
SNTG vs VT
+53.4%
-138.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.0% |
| 7D | -4.1% | -2.3% | -1.8% | -2.1% |
| 30D | -5.2% | -5.0% | -0.3% | -0.8% |
| 3M | -6.9% | -4.9% | -2.0% | -2.5% |
| 6M | -25.6% | -1.5% | -24.0% | -25.2% |
| YTD | -13.8% | +8.5% | -22.2% | -21.2% |
| 1Y | -21.3% | +11.4% | -32.6% | -29.7% |
| 3Y | +7.9% | +70.1% | -62.1% | -30.4% |
| All | -85.0% | +53.4% | -138.5% | -88.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling