+28.5%
VNQ vs SN
+671.3%
-642.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.3% |
| 7D | +0.8% | +1.5% | -0.8% | +0.6% |
| 30D | +6.8% | +21.5% | -14.7% | +4.2% |
| 3M | -1.3% | +20.0% | -21.3% | -3.7% |
| 6M | +2.4% | +119.9% | -117.6% | -7.7% |
| YTD | +12.1% | +102.3% | -90.2% | +1.8% |
| 1Y | +12.0% | +148.0% | -136.0% | -1.1% |
| 3Y | +44.8% | +450.0% | -405.2% | +15.5% |
| All | +28.5% | +671.3% | -642.8% | +2.4% |
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