+116.3%
VGT vs SN
+476.8%
-360.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +0.6% |
| 7D | +1.5% | -3.4% | +4.9% | +2.2% |
| 30D | +0.5% | -9.1% | +9.6% | +2.5% |
| 3M | +5.3% | +31.8% | -26.5% | -1.3% |
| 6M | +32.4% | +52.0% | -19.6% | +19.6% |
| YTD | +28.6% | +51.3% | -22.7% | +16.0% |
| 1Y | +37.6% | +46.9% | -9.2% | +24.5% |
| 3Y | +125.5% | +394.9% | -269.4% | +79.9% |
| All | +116.3% | +476.8% | -360.5% | +72.4% |
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