+148.0%
SN price history and return analytics
+11.9%
+136.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.2% |
| 7D | +1.5% | +2.4% | -0.8% | -1.6% |
| 30D | +21.5% | -1.5% | +23.0% | +23.8% |
| 3M | +20.0% | -4.1% | +24.2% | +27.1% |
| 6M | +119.9% | +0.6% | +119.4% | +115.4% |
| YTD | +102.3% | +11.0% | +91.3% | +63.4% |
| 1Y | +148.0% | +13.3% | +134.6% | +92.1% |
| All | +148.0% | +11.9% | +136.1% | +92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling