-91.0%
SNDQ vs VTR
+11.9%
-103.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.5% | +12.8% | +6.1% |
| 7D | +66.1% | +10.0% | +56.1% | +20.5% |
| 30D | +122.5% | +9.6% | +112.9% | +66.5% |
| 3M | +11.6% | -1.2% | +12.8% | +18.0% |
| 6M | -82.2% | +2.8% | -85.0% | -80.8% |
| All | -91.0% | +11.9% | -103.0% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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