+19.9%
SNDR vs VT
+53.2%
-33.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -1.6% |
| 7D | -4.1% | -4.2% | +0.1% | -0.4% |
| 30D | -10.6% | -5.8% | -4.8% | -5.8% |
| 3M | -22.5% | -5.2% | -17.2% | -18.7% |
| 6M | -5.4% | +0.1% | -5.6% | -5.7% |
| YTD | +7.5% | +8.2% | -0.7% | +0.2% |
| 1Y | +27.9% | +10.1% | +17.8% | +17.5% |
| 3Y | +33.3% | +69.7% | -36.4% | -14.7% |
| 5Y | +19.9% | +53.4% | -33.5% | -21.0% |
| All | +19.9% | +53.2% | -33.3% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling