+480.9%
SNX vs VOO
+325.3%
+155.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.5% | +4.4% |
| 7D | +2.5% | -0.8% | +3.3% | +3.5% |
| 30D | +5.5% | -1.1% | +6.6% | +6.9% |
| 3M | -2.7% | +3.9% | -6.5% | -7.0% |
| 6M | +71.1% | +13.6% | +57.4% | +47.7% |
| YTD | +80.6% | +12.7% | +67.8% | +57.7% |
| 1Y | +78.5% | +17.6% | +61.0% | +48.6% |
| 3Y | +182.2% | +77.3% | +104.9% | +44.3% |
| 5Y | +142.4% | +84.1% | +58.3% | +18.6% |
| All | +480.9% | +325.3% | +155.7% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling