+66.7%
SNXX vs VYM
+13.6%
+53.1%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.2% | -17.0% | -20.1% |
| 7D | -47.8% | +1.2% | -48.9% | -50.1% |
| 30D | -66.0% | +5.2% | -71.3% | -73.0% |
| 3M | -57.5% | +0.5% | -58.0% | -58.3% |
| 6M | -66.7% | +7.7% | -74.4% | -76.9% |
| All | +66.7% | +13.6% | +53.1% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling