-67.2%
SNTG vs VT
+69.3%
-136.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -5.0% |
| 7D | +2.5% | -0.7% | +3.2% | +2.4% |
| 30D | -5.2% | -1.7% | -3.5% | -1.5% |
| 3M | -19.6% | -2.3% | -17.3% | -15.5% |
| 6M | -21.3% | +1.5% | -22.9% | -36.6% |
| YTD | -13.2% | +12.0% | -25.3% | -60.4% |
| 1Y | -14.6% | +12.9% | -27.5% | -62.6% |
| 3Y | +6.5% | +74.9% | -68.5% | -98.3% |
| 5Y | -83.7% | +59.9% | -143.6% | -100.0% |
| All | -67.2% | +69.3% | -136.5% | -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