+88.6%
SNDR vs VOO
+277.1%
-188.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.6% |
| 7D | -2.1% | -0.9% | -1.2% | -1.4% |
| 30D | -7.5% | -2.3% | -5.1% | -5.7% |
| 3M | -16.1% | -1.2% | -15.0% | -15.4% |
| 6M | -1.7% | +3.3% | -5.0% | -4.3% |
| YTD | +11.0% | +12.3% | -1.3% | +1.3% |
| 1Y | +33.4% | +12.5% | +20.9% | +21.6% |
| 3Y | +37.8% | +79.2% | -41.4% | -12.7% |
| 5Y | +20.4% | +75.7% | -55.3% | -23.3% |
| All | +88.6% | +277.1% | -188.5% | -33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling