+61.9%
SNY price history and return analytics
+229.8%
-167.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -3.3% | -1.1% | -2.2% | -2.7% |
| 30D | -2.2% | -1.0% | -1.2% | -1.6% |
| 3M | -3.0% | +3.2% | -6.2% | -4.9% |
| 6M | +2.7% | +12.5% | -9.7% | -4.1% |
| YTD | -6.8% | +14.1% | -20.9% | -13.8% |
| 1Y | -5.3% | +18.9% | -24.2% | -14.4% |
| 3Y | -9.8% | +74.1% | -83.9% | -34.9% |
| 5Y | +9.7% | +66.9% | -57.2% | -19.8% |
| All | +61.9% | +229.8% | -167.9% | -23.7% |
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