+8.2%
SNY vs VT
+65.7%
-57.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -1.4% | -0.7% | -0.8% | -1.2% |
| 3M | -4.2% | +4.0% | -8.2% | -5.9% |
| 6M | +2.0% | +12.3% | -10.3% | -3.2% |
| YTD | -6.7% | +14.0% | -20.7% | -12.0% |
| 1Y | -4.7% | +20.3% | -25.0% | -12.2% |
| 3Y | -8.1% | +75.4% | -83.6% | -28.3% |
| 5Y | +8.2% | +66.0% | -57.7% | -15.0% |
| All | +8.2% | +65.7% | -57.5% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling