+73.3%
VOO vs SN
+476.8%
-403.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.9% | 0.0% |
| 7D | -0.4% | -3.4% | +3.0% | +0.2% |
| 30D | -1.4% | -9.1% | +7.7% | 0.0% |
| 3M | +3.7% | +31.8% | -28.1% | -0.9% |
| 6M | +13.0% | +52.0% | -39.0% | +5.1% |
| YTD | +12.4% | +51.3% | -38.9% | +4.5% |
| 1Y | +18.6% | +46.9% | -28.3% | +10.4% |
| 3Y | +78.1% | +394.9% | -316.9% | +49.0% |
| All | +73.3% | +476.8% | -403.5% | +45.1% |
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