+125.9%
SNDR vs VT
+202.2%
-76.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.4% |
| 30D | -4.1% | +1.0% | -5.1% | -4.8% |
| 3M | -5.3% | +2.4% | -7.7% | -7.3% |
| 6M | +24.9% | +12.0% | +12.9% | +13.6% |
| YTD | +33.0% | +15.3% | +17.6% | +18.2% |
| 1Y | +43.4% | +22.6% | +20.8% | +21.4% |
| 3Y | +25.6% | +74.7% | -49.0% | -20.2% |
| 5Y | +63.8% | +66.1% | -2.4% | +7.4% |
| All | +125.9% | +202.2% | -76.4% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling