+125.2%
SNX vs VT
+57.0%
+68.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +8.6% | +2.4% | +6.3% | +5.8% |
| 30D | -9.8% | -1.5% | -8.3% | -7.9% |
| 3M | -6.5% | -4.1% | -2.4% | -1.4% |
| 6M | +2.9% | +0.6% | +2.4% | +2.7% |
| YTD | +59.6% | +11.0% | +48.6% | +42.8% |
| 1Y | +59.4% | +13.3% | +46.0% | +39.5% |
| 3Y | +160.7% | +73.4% | +87.3% | +41.4% |
| All | +125.2% | +57.0% | +68.2% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling