+2,216.2%
SNX vs VT
+374.2%
+1,842.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +3.4% | +0.4% | +3.0% | +3.0% |
| 30D | -0.2% | +1.0% | -1.1% | -1.1% |
| 3M | -5.2% | +2.4% | -7.6% | -7.4% |
| 6M | +64.6% | +12.0% | +52.6% | +47.3% |
| YTD | +76.1% | +15.3% | +60.8% | +53.4% |
| 1Y | +77.9% | +22.6% | +55.3% | +46.0% |
| 3Y | +165.3% | +74.7% | +90.6% | +54.4% |
| 5Y | +119.4% | +66.1% | +53.2% | +35.4% |
| 10Y | +452.8% | +225.0% | +227.8% | +96.0% |
| All | +2,216.2% | +374.2% | +1,842.0% | +511.8% |
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