+10.7%
SNDU vs VMC
+13.6%
-2.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.6% | -20.4% | -14.0% |
| 7D | -48.0% | +12.3% | -60.4% | -46.1% |
| 30D | -66.4% | +21.2% | -87.6% | -65.1% |
| 3M | -58.7% | +4.6% | -63.3% | -56.6% |
| 6M | -68.6% | +3.9% | -72.5% | -66.8% |
| All | +10.7% | +13.6% | -2.9% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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