+190.4%
SND vs VOO
+21.4%
+169.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.8% | +2.9% |
| 7D | +6.2% | +0.3% | +5.9% | +6.2% |
| 30D | +19.3% | +0.2% | +19.0% | +19.3% |
| 3M | +7.2% | +2.8% | +4.4% | +7.9% |
| 6M | +36.0% | +14.3% | +21.7% | +39.2% |
| YTD | +39.4% | +14.0% | +25.4% | +42.7% |
| All | +190.4% | +21.4% | +169.1% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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