+998.2%
SNA price history and return analytics
+356.5%
+641.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +0.4% | +2.4% | -2.0% | -1.9% |
| 30D | +1.4% | -1.5% | +2.9% | +2.7% |
| 3M | -8.3% | -4.1% | -4.2% | -4.8% |
| 6M | +1.9% | +0.6% | +1.3% | +0.8% |
| YTD | +9.1% | +11.0% | -2.0% | -2.3% |
| 1Y | +12.6% | +13.3% | -0.7% | -1.2% |
| 3Y | +49.3% | +73.4% | -24.0% | -14.0% |
| 5Y | +90.0% | +57.4% | +32.5% | +19.3% |
| 10Y | +183.1% | +221.7% | -38.6% | -11.2% |
| All | +998.2% | +356.5% | +641.7% | +113.8% |
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