+161.1%
VEA vs SNY
+64.5%
+96.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.5% | -3.3% | +1.9% | -0.4% |
| 30D | -0.8% | -2.2% | +1.3% | -0.2% |
| 3M | +2.5% | -3.0% | +5.5% | +3.1% |
| 6M | +11.1% | +2.7% | +8.4% | +9.6% |
| YTD | +17.2% | -6.8% | +24.0% | +19.1% |
| 1Y | +24.5% | -5.3% | +29.8% | +25.6% |
| 3Y | +75.4% | -9.8% | +85.2% | +75.5% |
| 5Y | +61.1% | +9.7% | +51.4% | +45.6% |
| All | +161.1% | +64.5% | +96.6% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling