+2,028.1%
SNX vs VT
+360.7%
+1,667.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +2.5% |
| 7D | +4.5% | -0.7% | +5.2% | +5.5% |
| 30D | -11.6% | -1.7% | -9.9% | -9.8% |
| 3M | -5.0% | -2.3% | -2.7% | -2.3% |
| 6M | +2.0% | +1.5% | +0.5% | +1.0% |
| YTD | +61.8% | +12.0% | +49.8% | +45.7% |
| 1Y | +62.7% | +12.9% | +49.8% | +45.5% |
| 3Y | +162.4% | +74.9% | +87.4% | +53.1% |
| 5Y | +126.4% | +59.9% | +66.5% | +45.4% |
| 10Y | +392.9% | +224.6% | +168.3% | +76.5% |
| All | +2,028.1% | +360.7% | +1,667.5% | +481.2% |
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