+11.3%
VOO vs SN
+140.3%
-129.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -0.6% | +7.6% | -8.1% | -1.6% |
| 30D | -3.6% | +22.4% | -26.1% | -6.3% |
| 3M | -2.7% | +21.7% | -24.4% | -5.4% |
| 6M | +2.2% | +102.8% | -100.6% | -8.8% |
| YTD | +10.9% | +102.4% | -91.5% | -1.9% |
| 1Y | +11.3% | +139.0% | -127.6% | -4.2% |
| All | +11.3% | +140.3% | -129.0% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling