+214.7%
SNDU vs VG
+24.7%
+190.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.9% | -9.6% | -7.0% |
| 7D | -12.7% | +9.6% | -22.3% | -10.1% |
| 30D | +35.8% | +15.2% | +20.6% | +42.6% |
| 3M | -54.8% | +24.1% | -78.9% | -50.2% |
| All | +214.7% | +24.7% | +190.1% | +276.6% |
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