+368.8%
SNXX vs VIG
+7.7%
+361.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -10.2% |
| 7D | -12.0% | -1.1% | -11.0% | -7.9% |
| 30D | +37.9% | -2.7% | +40.7% | +54.0% |
| 3M | -52.7% | +2.5% | -55.2% | -60.5% |
| 6M | +194.8% | +9.2% | +185.6% | +79.0% |
| All | +368.8% | +7.7% | +361.1% | +212.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling