+290.3%
VST vs SN
+431.1%
-140.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.5% |
| 7D | -6.0% | +7.6% | -13.6% | -8.7% |
| 30D | -18.8% | +22.4% | -41.2% | -25.2% |
| 3M | -8.0% | +21.7% | -29.7% | -15.5% |
| 6M | -10.9% | +102.8% | -113.8% | -35.5% |
| YTD | -18.3% | +102.4% | -120.7% | -41.3% |
| 1Y | -29.9% | +139.0% | -168.9% | -53.6% |
| 3Y | +290.3% | +440.4% | -150.1% | +114.6% |
| All | +290.3% | +431.1% | -140.8% | +114.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling