+42.7%
SNEX price history and return analytics
+11.9%
+30.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | +6.5% | +2.9% | +3.6% | +2.9% |
| 30D | -5.2% | -2.5% | -2.7% | -2.1% |
| 3M | -17.7% | -3.3% | -14.4% | -14.1% |
| 6M | -26.7% | +1.5% | -28.2% | -28.2% |
| YTD | +35.1% | +11.4% | +23.7% | +16.0% |
| 1Y | +42.7% | +11.9% | +30.8% | +22.2% |
| All | +42.7% | +11.9% | +30.9% | +22.2% |
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