-91.2%
SNDQ vs VLTO
+32.1%
-123.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.1% | +9.3% | +12.0% |
| 7D | -31.8% | +0.8% | -32.6% | -34.9% |
| 30D | +69.3% | +18.7% | +50.6% | -8.3% |
| 3M | +1.1% | +21.7% | -20.6% | -50.1% |
| 6M | -72.4% | +35.8% | -108.3% | -86.3% |
| All | -91.2% | +32.1% | -123.3% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling