-75.6%
SNDU vs VLTO
+21.9%
-97.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.6% | -12.1% | -9.4% |
| 7D | +9.0% | +1.0% | +8.0% | +11.7% |
| 30D | -67.4% | +17.5% | -84.9% | -39.0% |
| 3M | -75.6% | +21.4% | -97.0% | -48.3% |
| All | -75.6% | +21.9% | -97.6% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3mo: compounded portfolio wealth divided by compounded VLTO 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…
3mo analysis · Full analysis span regression · Available span rolling