-84.0%
SNDU vs VG
-1.9%
-82.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.9% | -10.5% | -11.2% |
| 7D | +9.0% | +14.0% | -5.0% | +6.5% |
| 30D | -67.4% | -1.0% | -66.5% | -67.3% |
| 3M | -75.6% | -2.7% | -72.9% | -75.5% |
| 6M | -84.0% | +1.5% | -85.5% | -83.2% |
| All | -84.0% | -1.9% | -82.1% | -83.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling