+370.6%
SNX vs VT
+215.5%
+155.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.3% |
| 7D | -7.6% | -2.3% | -5.2% | -4.7% |
| 30D | -19.3% | -5.0% | -14.3% | -13.7% |
| 3M | -15.5% | -4.9% | -10.6% | -9.6% |
| 6M | -6.1% | -1.5% | -4.6% | -4.0% |
| YTD | +47.0% | +8.5% | +38.5% | +33.6% |
| 1Y | +47.2% | +11.4% | +35.8% | +29.6% |
| 3Y | +136.9% | +70.1% | +66.8% | +22.2% |
| 5Y | +103.8% | +53.7% | +50.1% | +20.2% |
| All | +370.6% | +215.5% | +155.1% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling