+122.2%
SNX vs VT
+57.5%
+64.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.4% |
| 7D | +2.0% | -0.1% | +2.1% | +2.3% |
| 30D | -14.8% | -3.1% | -11.7% | -11.4% |
| 3M | -8.2% | -3.5% | -4.7% | -3.9% |
| 6M | -2.4% | +0.5% | -2.8% | -2.5% |
| YTD | +56.2% | +10.8% | +45.4% | +40.1% |
| 1Y | +52.0% | +11.9% | +40.1% | +34.9% |
| 3Y | +153.3% | +73.0% | +80.3% | +37.8% |
| 5Y | +122.2% | +58.6% | +63.6% | +34.5% |
| All | +122.2% | +57.5% | +64.7% | +34.5% |
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