-43.1%
SND vs VOO
+331.1%
-374.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.4% |
| 7D | +2.9% | +0.5% | +2.3% | +2.3% |
| 30D | +18.6% | -0.9% | +19.5% | +19.8% |
| 3M | -5.9% | +3.9% | -9.8% | -10.3% |
| 6M | +36.6% | +14.5% | +22.1% | +15.8% |
| YTD | +39.7% | +13.0% | +26.7% | +20.2% |
| 1Y | +194.0% | +19.4% | +174.6% | +136.4% |
| 3Y | +192.0% | +78.9% | +113.1% | +47.3% |
| 5Y | +165.9% | +82.3% | +83.6% | +29.3% |
| All | -43.1% | +331.1% | -374.3% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling