+10.7%
SNDU vs VG
-5.1%
+15.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -7.7% | -8.1% | -17.5% |
| 7D | -48.0% | -16.4% | -31.6% | -50.4% |
| 30D | -66.4% | -10.8% | -55.6% | -67.2% |
| 3M | -58.7% | -6.3% | -52.4% | -58.3% |
| 6M | -68.6% | -12.5% | -56.1% | -67.5% |
| All | +10.7% | -5.1% | +15.7% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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