-90.2%
SNDQ vs VLTO
+32.9%
-123.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.4% | +8.7% |
| 7D | -18.7% | +1.0% | -19.7% | -22.6% |
| 30D | +69.5% | +17.5% | +52.0% | -4.9% |
| 3M | +54.2% | +21.4% | +32.8% | -21.8% |
| 6M | -69.6% | +38.1% | -107.7% | -85.4% |
| All | -90.2% | +32.9% | -123.1% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling