+388.9%
SNX vs VT
+223.7%
+165.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.1% |
| 7D | +2.7% | +0.4% | +2.4% | +2.4% |
| 30D | -16.3% | -2.6% | -13.7% | -13.2% |
| 3M | -9.4% | -3.2% | -6.1% | -5.1% |
| 6M | -4.1% | +0.9% | -5.1% | -4.9% |
| YTD | +53.4% | +11.3% | +42.1% | +35.1% |
| 1Y | +52.1% | +14.0% | +38.1% | +30.1% |
| 3Y | +154.5% | +75.8% | +78.7% | +25.9% |
| 5Y | +117.6% | +57.8% | +59.8% | +24.3% |
| 10Y | +388.9% | +219.8% | +169.1% | +20.6% |
| All | +388.9% | +223.7% | +165.2% | +20.6% |
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 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