-91.0%
SNDQ vs VTV
+14.9%
-105.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +1.5% | +13.8% | +21.6% |
| 7D | +66.1% | +1.8% | +64.4% | +76.7% |
| 30D | +122.5% | +6.0% | +116.5% | +190.7% |
| 3M | +11.6% | +3.7% | +7.9% | +26.3% |
| 6M | -82.2% | +13.9% | -96.1% | -62.4% |
| All | -91.0% | +14.9% | -105.9% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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