+166.1%
SNY vs VOO
+802.4%
-636.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -3.6% | -2.0% | -1.7% | -2.3% |
| 30D | -1.9% | -1.7% | -0.3% | -0.8% |
| 3M | -2.0% | +4.7% | -6.7% | -5.1% |
| 6M | +2.5% | +12.6% | -10.0% | -5.6% |
| YTD | -7.0% | +11.8% | -18.7% | -14.0% |
| 1Y | -4.4% | +17.5% | -21.9% | -14.7% |
| 3Y | -8.4% | +77.0% | -85.4% | -39.9% |
| 5Y | +9.5% | +82.6% | -73.0% | -31.6% |
| 10Y | +64.3% | +320.0% | -255.7% | -54.9% |
| All | +166.1% | +802.4% | -636.3% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling