+323.8%
SN price history and return analytics
+69.6%
+254.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.8% |
| 7D | +0.1% | +1.0% | -0.9% | -1.6% |
| 30D | -5.6% | -0.2% | -5.4% | -5.2% |
| 3M | +48.1% | +4.5% | +43.5% | +37.2% |
| 6M | +57.6% | +14.1% | +43.6% | +26.1% |
| YTD | +56.5% | +14.8% | +41.7% | +24.0% |
| 1Y | +52.6% | +21.2% | +31.4% | +10.0% |
| 3Y | +412.0% | +76.6% | +335.4% | +119.1% |
| All | +323.8% | +69.6% | +254.2% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling