+74.1%
VOO vs SN
+496.6%
-422.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -0.9% | -5.6% | +4.7% | -0.2% |
| 3M | +3.9% | +48.1% | -44.2% | -2.6% |
| 6M | +14.5% | +57.6% | -43.1% | +6.0% |
| YTD | +13.0% | +56.5% | -43.6% | +4.4% |
| 1Y | +19.4% | +52.6% | -33.1% | +10.5% |
| 3Y | +78.9% | +412.0% | -333.1% | +49.0% |
| All | +74.1% | +496.6% | -422.6% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling