-0.1%
SNN price history and return analytics
+57.0%
-57.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +0.4% | +2.4% | -1.9% | -1.3% |
| 30D | +12.2% | -1.5% | +13.7% | +13.3% |
| 3M | +5.1% | -4.1% | +9.2% | +8.1% |
| 6M | +6.1% | +0.6% | +5.6% | +4.9% |
| YTD | -2.1% | +11.0% | -13.1% | -10.7% |
| 1Y | -2.5% | +13.3% | -15.9% | -12.6% |
| 3Y | +35.9% | +73.4% | -37.5% | -15.2% |
| All | -0.1% | +57.0% | -57.2% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling