+103.7%
VGT vs SN
+673.1%
-569.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | -1.6% | +3.5% | -5.1% | -2.3% |
| 30D | -10.1% | +19.4% | -29.6% | -13.5% |
| 3M | -5.3% | +20.9% | -26.2% | -9.3% |
| 6M | +0.2% | +111.1% | -110.9% | -15.4% |
| YTD | +21.1% | +102.8% | -81.7% | +2.5% |
| 1Y | +18.2% | +146.2% | -128.0% | -4.3% |
| 3Y | +107.4% | +441.4% | -334.0% | +55.4% |
| All | +103.7% | +673.1% | -569.4% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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