-66.0%
SNTG vs VT
+74.3%
-140.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.2% |
| 7D | -2.3% | +0.4% | -2.7% | -4.4% |
| 30D | -2.9% | +1.0% | -3.8% | -7.0% |
| 3M | -22.7% | +2.4% | -25.1% | -36.4% |
| 6M | -10.5% | +12.0% | -22.5% | -55.2% |
| YTD | -10.1% | +15.3% | -25.4% | -62.0% |
| 1Y | -25.4% | +22.6% | -48.0% | -77.9% |
| 3Y | -10.5% | +74.7% | -85.2% | -98.5% |
| 5Y | -92.1% | +66.1% | -158.2% | -100.0% |
| All | -66.0% | +74.3% | -140.3% | -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 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