+29.3%
SNTH vs VT
+33.9%
-4.6%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +0.9% | +0.3% |
| 7D | -3.7% | -4.2% | +0.5% | -0.2% |
| 30D | -5.3% | -5.8% | +0.5% | -0.5% |
| 3M | -6.5% | -5.2% | -1.2% | -2.1% |
| 6M | -1.2% | +0.1% | -1.4% | -1.3% |
| YTD | +4.3% | +8.2% | -3.9% | -2.4% |
| 1Y | +3.2% | +10.1% | -6.9% | -4.9% |
| All | +29.3% | +33.9% | -4.6% | +2.2% |
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