-66.9%
SNDA vs VT
+374.2%
-441.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.6% | +0.4% | +0.2% | 0.0% |
| 30D | -5.4% | +1.0% | -6.3% | -6.5% |
| 3M | +13.6% | +2.4% | +11.2% | +9.4% |
| 6M | +0.9% | +12.0% | -11.1% | -13.3% |
| YTD | +15.6% | +15.3% | +0.2% | -4.4% |
| 1Y | +45.9% | +22.6% | +23.3% | +11.7% |
| 3Y | +337.2% | +74.7% | +262.6% | +116.1% |
| 5Y | +2.6% | +66.1% | -63.6% | -48.8% |
| 10Y | -85.6% | +225.0% | -310.6% | -96.6% |
| All | -66.9% | +374.2% | -441.1% | -95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling