+404.4%
SNXX vs VRT
+36.1%
+368.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.6% | -2.3% | +0.9% |
| 7D | +16.8% | -7.7% | +24.5% | +30.1% |
| 30D | +65.3% | -12.0% | +77.2% | +101.3% |
| 3M | -34.8% | -11.7% | -23.1% | +1.6% |
| 6M | +255.1% | -8.1% | +263.2% | +426.3% |
| All | +404.4% | +36.1% | +368.3% | +477.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling