+394.8%
VST vs SN
+650.0%
-255.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.7% |
| 7D | +19.2% | +1.4% | +17.8% | +18.8% |
| 30D | -17.2% | +16.6% | -33.8% | -21.2% |
| 3M | -8.1% | +18.3% | -26.4% | -13.4% |
| 6M | -8.1% | +103.1% | -111.2% | -28.8% |
| YTD | -16.3% | +96.7% | -113.0% | -34.8% |
| 1Y | -24.1% | +134.3% | -158.4% | -44.5% |
| 3Y | +300.2% | +425.2% | -125.0% | +172.9% |
| All | +394.8% | +650.0% | -255.2% | +238.7% |
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