+206.5%
SNY vs VT
+357.6%
-151.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +0.4% |
| 7D | +5.6% | +0.4% | +5.3% | +5.3% |
| 30D | +20.1% | -2.6% | +22.7% | +22.2% |
| 3M | +10.7% | -3.2% | +14.0% | +13.1% |
| 6M | +11.1% | +0.9% | +10.2% | +9.7% |
| YTD | +4.8% | +11.3% | -6.5% | -3.9% |
| 1Y | +2.3% | +14.0% | -11.7% | -7.9% |
| 3Y | +21.6% | +75.8% | -54.2% | -21.8% |
| 5Y | +16.3% | +57.8% | -41.5% | -20.4% |
| 10Y | +72.7% | +219.8% | -147.1% | -35.3% |
| All | +206.5% | +357.6% | -151.1% | -16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling