+71.9%
VOO vs SN
+671.3%
-599.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.8% |
| 7D | +2.6% | +1.5% | +1.0% | +2.3% |
| 30D | -2.0% | +21.5% | -23.5% | -4.9% |
| 3M | -2.8% | +20.0% | -22.8% | -5.6% |
| 6M | +2.2% | +119.9% | -117.8% | -10.0% |
| YTD | +11.5% | +102.3% | -90.8% | -0.9% |
| 1Y | +13.5% | +148.0% | -134.5% | -2.4% |
| 3Y | +78.1% | +450.0% | -371.9% | +43.0% |
| All | +71.9% | +671.3% | -599.4% | +37.6% |
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