+20.4%
SNDA vs VT
+53.2%
-32.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | -5.2% |
| 7D | -0.6% | -4.2% | +3.6% | +2.6% |
| 30D | -8.2% | -5.8% | -2.4% | -4.3% |
| 3M | -14.5% | -5.2% | -9.2% | -11.3% |
| 6M | -8.6% | +0.1% | -8.7% | -9.2% |
| YTD | +4.4% | +8.2% | -3.8% | -2.0% |
| 1Y | +15.4% | +10.1% | +5.3% | +6.8% |
| 3Y | +278.4% | +69.7% | +208.8% | +174.9% |
| 5Y | +20.4% | +53.4% | -33.0% | -2.7% |
| All | +20.4% | +53.2% | -32.8% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling