-91.0%
SNDQ vs VSH
-5.3%
-85.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -5.1% | +20.4% | +6.6% |
| 7D | +66.1% | -13.6% | +79.8% | +37.9% |
| 30D | +122.5% | -30.4% | +152.9% | +37.7% |
| 3M | +11.6% | -33.3% | +44.8% | -33.8% |
| 6M | -82.2% | -15.1% | -67.1% | -78.8% |
| All | -91.0% | -5.3% | -85.8% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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