+1,832.6%
SNX vs VT
+346.0%
+1,486.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.3% |
| 7D | -7.6% | -2.3% | -5.2% | -5.3% |
| 30D | -19.3% | -5.0% | -14.3% | -14.9% |
| 3M | -15.5% | -4.9% | -10.6% | -10.8% |
| 6M | -6.1% | -1.5% | -4.6% | -4.3% |
| YTD | +47.0% | +8.5% | +38.5% | +36.5% |
| 1Y | +47.2% | +11.4% | +35.8% | +33.4% |
| 3Y | +136.9% | +70.1% | +66.8% | +42.1% |
| 5Y | +103.8% | +53.7% | +50.1% | +36.0% |
| 10Y | +386.1% | +220.0% | +166.2% | +77.0% |
| All | +1,832.6% | +346.0% | +1,486.6% | +444.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling