+820.6%
VOO vs SNY
+165.2%
+655.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.8% | -3.3% | +2.6% | +0.4% |
| 30D | -1.1% | -2.2% | +1.1% | -0.4% |
| 3M | +3.9% | -3.0% | +6.9% | +4.7% |
| 6M | +13.6% | +2.7% | +10.9% | +12.0% |
| YTD | +12.7% | -6.8% | +19.6% | +14.6% |
| 1Y | +17.6% | -5.3% | +22.8% | +18.5% |
| 3Y | +77.3% | -9.8% | +87.1% | +76.1% |
| 5Y | +84.1% | +9.7% | +74.5% | +65.1% |
| 10Y | +323.5% | +64.5% | +259.0% | +213.5% |
| All | +820.6% | +165.2% | +655.4% | +400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling