+368.8%
SNXX vs VRT
+41.0%
+327.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.6% | -10.7% | -12.7% |
| 7D | -12.0% | -8.4% | -3.7% | -2.3% |
| 30D | +37.9% | -10.9% | +48.8% | +63.4% |
| 3M | -52.7% | -13.7% | -39.0% | -26.5% |
| 6M | +194.8% | -4.1% | +198.9% | +308.0% |
| All | +368.8% | +41.0% | +327.8% | +404.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 10y: compounded portfolio wealth divided by compounded VRT 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…
10y analysis · Full analysis span regression · 6 months rolling