+439.5%
SN price history and return analytics
+60.3%
+379.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.3% |
| 7D | +7.2% | -2.3% | +9.5% | +10.9% |
| 30D | +20.4% | -5.0% | +25.3% | +30.1% |
| 3M | +23.9% | -4.9% | +28.8% | +33.5% |
| 6M | +93.0% | -1.5% | +94.6% | +95.8% |
| YTD | +99.2% | +8.5% | +90.8% | +71.8% |
| 1Y | +142.6% | +11.4% | +131.2% | +100.4% |
| 3Y | +398.8% | +70.1% | +328.7% | +127.3% |
| All | +439.5% | +60.3% | +379.1% | +157.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling