-83.0%
SNDA vs VT
+214.8%
-297.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | -3.1% |
| 7D | -0.6% | -4.2% | +3.6% | +4.9% |
| 30D | -8.2% | -5.8% | -2.4% | -1.3% |
| 3M | -14.5% | -5.2% | -9.2% | -8.9% |
| 6M | -8.6% | +0.1% | -8.7% | -9.8% |
| YTD | +4.4% | +8.2% | -3.8% | -6.8% |
| 1Y | +15.4% | +10.1% | +5.3% | +0.6% |
| 3Y | +278.4% | +69.7% | +208.8% | +93.0% |
| 5Y | +20.4% | +53.4% | -33.0% | -32.0% |
| All | -83.0% | +214.8% | -297.8% | -96.0% |
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