+75.2%
VT vs SNY
-8.8%
+83.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | +1.0% | -2.7% | +3.7% | +1.4% |
| 30D | -0.2% | -0.7% | +0.5% | -0.2% |
| 3M | +4.5% | -1.6% | +6.2% | +4.7% |
| 6M | +14.1% | +2.3% | +11.8% | +13.5% |
| YTD | +14.8% | -6.0% | +20.8% | +15.4% |
| 1Y | +21.2% | -2.7% | +23.9% | +21.2% |
| All | +75.2% | -8.8% | +83.9% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling