-94.6%
SNWV vs VT
+13.0%
-107.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.5% | +2.6% | -18.1% | -20.0% |
| 7D | -68.4% | +0.4% | -68.7% | -64.7% |
| 30D | -67.1% | -2.6% | -64.5% | -62.2% |
| 3M | -68.5% | -3.2% | -65.3% | -63.8% |
| 6M | -88.1% | +0.9% | -89.1% | -86.9% |
| YTD | -93.8% | +11.3% | -105.1% | -93.7% |
| All | -94.6% | +13.0% | -107.6% | -94.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling