+13.5%
VOO vs SN
+141.7%
-128.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -4.6% |
| 3M | -2.8% | +20.0% | -22.8% | -5.2% |
| 6M | +2.2% | +119.9% | -117.8% | -10.0% |
| YTD | +11.5% | +102.3% | -90.8% | -1.2% |
| 1Y | +13.5% | +148.0% | -134.5% | -2.9% |
| All | +13.5% | +141.7% | -128.2% | -2.9% |
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