+239.4%
SNSR price history and return analytics
+228.9%
+10.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +1.0% |
| 7D | +0.6% | -1.1% | +1.7% | +2.0% |
| 30D | -3.9% | -1.0% | -2.9% | -2.7% |
| 3M | -4.9% | +3.2% | -8.0% | -8.2% |
| 6M | +24.6% | +12.5% | +12.1% | +8.5% |
| YTD | +29.6% | +14.1% | +15.5% | +11.1% |
| 1Y | +22.8% | +18.9% | +3.9% | +0.2% |
| 3Y | +53.8% | +74.1% | -20.3% | -19.5% |
| 5Y | +29.6% | +66.9% | -37.3% | -27.7% |
| All | +239.4% | +228.9% | +10.5% | -7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling