+10.1%
VT vs SN
+157.3%
-147.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.9% |
| 7D | -4.2% | +3.8% | -8.0% | -4.7% |
| 30D | -5.8% | +17.5% | -23.3% | -8.2% |
| 3M | -5.2% | +19.2% | -24.5% | -8.0% |
| 6M | +0.1% | +84.9% | -84.8% | -10.5% |
| YTD | +8.2% | +94.0% | -85.8% | -5.0% |
| 1Y | +10.1% | +151.3% | -141.2% | -6.4% |
| All | +10.1% | +157.3% | -147.2% | -6.4% |
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