-78.0%
SNDQ vs VG
+12.3%
-90.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -0.4% | -23.4% | -23.8% |
| 7D | -30.8% | +1.7% | -32.5% | -30.6% |
| 30D | -51.7% | +16.0% | -67.8% | -50.6% |
| 3M | -78.0% | +9.7% | -87.7% | -80.2% |
| All | -78.0% | +12.3% | -90.3% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3mo: compounded portfolio wealth divided by compounded VG 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…
3mo analysis · Full analysis span regression · Available span rolling