+120.8%
SNDR vs VOO
+278.4%
-157.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | 0.0% |
| 7D | -2.3% | -0.8% | -1.5% | -1.6% |
| 30D | -4.2% | -1.1% | -3.1% | -3.3% |
| 3M | -9.9% | +3.9% | -13.8% | -12.7% |
| 6M | +37.2% | +13.6% | +23.5% | +24.0% |
| YTD | +30.0% | +12.7% | +17.3% | +18.4% |
| 1Y | +41.5% | +17.6% | +23.9% | +24.7% |
| 3Y | +27.6% | +77.3% | -49.7% | -18.5% |
| 5Y | +64.2% | +84.1% | -19.9% | +1.0% |
| All | +120.8% | +278.4% | -157.6% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling