+480.9%
SNX price history and return analytics
+229.8%
+251.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.5% | +4.2% |
| 7D | +2.5% | -1.1% | +3.6% | +4.0% |
| 30D | +5.5% | -1.0% | +6.5% | +6.9% |
| 3M | -2.7% | +3.2% | -5.8% | -6.5% |
| 6M | +71.1% | +12.5% | +58.6% | +47.8% |
| YTD | +80.6% | +14.1% | +66.5% | +53.5% |
| 1Y | +78.5% | +18.9% | +59.6% | +44.2% |
| 3Y | +182.2% | +74.1% | +108.1% | +40.7% |
| 5Y | +142.4% | +66.9% | +75.6% | +28.4% |
| All | +480.9% | +229.8% | +251.2% | +34.0% |
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