+10.7%
SNDU vs VCIT
-1.6%
+12.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.6% | -16.4% | -19.5% |
| 7D | -48.0% | +0.4% | -48.5% | -49.9% |
| 30D | -66.4% | +2.2% | -68.6% | -73.0% |
| 3M | -58.7% | -1.8% | -56.9% | -50.0% |
| 6M | -68.6% | -1.6% | -67.0% | -60.6% |
| All | +10.7% | -1.6% | +12.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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