-95.7%
SNDQ vs VTR
+12.6%
-108.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -2.0% | -21.8% | -16.3% |
| 7D | -30.8% | -1.7% | -29.2% | -24.7% |
| 30D | -51.7% | -2.4% | -49.3% | -48.4% |
| 3M | -78.0% | +14.8% | -92.8% | -81.8% |
| All | -95.7% | +12.6% | -108.3% | -96.4% |
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 · Available span rolling