-3.2%
SNDA vs VT
+53.4%
-56.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | -4.4% | -2.3% | -2.1% | -2.7% |
| 30D | -9.5% | -5.0% | -4.5% | -6.2% |
| 3M | -18.8% | -4.9% | -13.9% | -16.0% |
| 6M | -11.8% | -1.5% | -10.2% | -11.2% |
| YTD | +0.5% | +8.5% | -8.0% | -5.8% |
| 1Y | +5.1% | +11.4% | -6.2% | -3.4% |
| 3Y | +264.2% | +70.1% | +194.1% | +164.6% |
| All | -3.2% | +53.4% | -56.6% | -23.5% |
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