+167.9%
SNX vs VOO
+75.9%
+91.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -2.7% | -2.0% | -0.7% | -0.6% |
| 30D | +0.6% | -1.7% | +2.3% | +2.4% |
| 3M | -4.4% | +4.7% | -9.1% | -9.0% |
| 6M | +65.0% | +12.6% | +52.4% | +46.0% |
| YTD | +71.4% | +11.8% | +59.6% | +53.0% |
| 1Y | +70.2% | +17.5% | +52.7% | +44.8% |
| All | +167.9% | +75.9% | +91.9% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling