+432.9%
SNXX vs VYM
+12.3%
+420.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +25.3% |
| 7D | +34.9% | 0.0% | +34.9% | +34.3% |
| 30D | +52.5% | -0.5% | +53.1% | +55.0% |
| 3M | -41.3% | +3.0% | -44.4% | -49.8% |
| 6M | +293.8% | +8.2% | +285.5% | +156.5% |
| All | +432.9% | +12.3% | +420.7% | +234.8% |
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