+10.7%
SNDU vs VIG
+16.6%
-5.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.1% | -17.9% | -21.6% |
| 7D | -48.0% | +2.7% | -50.8% | -52.6% |
| 30D | -66.4% | +7.0% | -73.4% | -74.0% |
| 3M | -58.7% | +4.0% | -62.7% | -64.7% |
| 6M | -68.6% | +12.3% | -80.9% | -81.5% |
| All | +10.7% | +16.6% | -5.9% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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