-68.4%
SNTG vs VT
+63.6%
-132.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.8% | +16.9% |
| 7D | -7.6% | -4.2% | -3.4% | +9.4% |
| 30D | -6.5% | -5.8% | -0.7% | +19.0% |
| 3M | -9.7% | -5.2% | -4.5% | +10.7% |
| 6M | -17.3% | +0.1% | -17.4% | -28.2% |
| YTD | -16.4% | +8.2% | -24.6% | -54.7% |
| 1Y | -26.9% | +10.1% | -37.0% | -64.1% |
| 3Y | +3.3% | +69.7% | -66.4% | -98.1% |
| 5Y | -85.4% | +53.4% | -138.7% | -100.0% |
| All | -68.4% | +63.6% | -132.0% | -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