+2,180.6%
SNX price history and return analytics
+371.8%
+1,808.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | +2.9% | +1.0% | +1.9% | +1.9% |
| 30D | +2.4% | -0.2% | +2.7% | +2.7% |
| 3M | -4.7% | +4.5% | -9.2% | -8.8% |
| 6M | +66.1% | +14.1% | +52.0% | +46.0% |
| YTD | +73.4% | +14.8% | +58.7% | +51.8% |
| 1Y | +73.7% | +21.2% | +52.6% | +44.2% |
| 3Y | +171.5% | +76.6% | +94.9% | +56.3% |
| 5Y | +123.3% | +66.6% | +56.7% | +37.4% |
| 10Y | +452.8% | +222.3% | +230.5% | +97.6% |
| All | +2,180.6% | +371.8% | +1,808.8% | +505.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling