+78.5%
SNX price history and return analytics
+19.6%
+58.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.5% | +4.3% |
| 7D | +2.5% | -1.1% | +3.6% | +3.9% |
| 30D | +5.5% | -1.0% | +6.5% | +6.8% |
| 3M | -2.7% | +3.2% | -5.8% | -6.3% |
| 6M | +71.1% | +12.5% | +58.6% | +47.0% |
| YTD | +80.6% | +14.1% | +66.5% | +52.8% |
| 1Y | +78.5% | +18.9% | +59.6% | +45.3% |
| All | +78.5% | +19.6% | +58.9% | +45.3% |
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 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