+167.9%
SNX price history and return analytics
+72.7%
+95.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.1% |
| 7D | -2.7% | -2.0% | -0.7% | -0.5% |
| 30D | +0.6% | -1.4% | +2.0% | +2.2% |
| 3M | -4.4% | +4.7% | -9.1% | -9.2% |
| 6M | +65.0% | +11.4% | +53.6% | +46.5% |
| YTD | +71.4% | +13.1% | +58.3% | +50.0% |
| 1Y | +70.2% | +19.0% | +51.2% | +41.2% |
| All | +167.9% | +72.7% | +95.2% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling