-91.0%
SNDQ vs VUG
+4.5%
-95.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +1.5% | +13.7% | +24.4% |
| 7D | +66.1% | -3.0% | +69.2% | +42.7% |
| 30D | +122.5% | -6.4% | +129.0% | +62.9% |
| 3M | +11.6% | -3.2% | +14.8% | -2.6% |
| 6M | -82.2% | +3.1% | -85.3% | -69.8% |
| All | -91.0% | +4.5% | -95.6% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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