+455.3%
SN price history and return analytics
+64.5%
+390.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -1.2% |
| 7D | +7.6% | +0.4% | +7.3% | +6.7% |
| 30D | +24.1% | -2.6% | +26.7% | +29.0% |
| 3M | +23.7% | -3.2% | +26.9% | +29.8% |
| 6M | +105.5% | +0.9% | +104.6% | +100.4% |
| YTD | +105.1% | +11.3% | +93.8% | +69.8% |
| 1Y | +148.3% | +14.0% | +134.3% | +97.7% |
| 3Y | +438.7% | +75.8% | +362.8% | +133.6% |
| All | +455.3% | +64.5% | +390.8% | +154.8% |
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