-28.4%
SNDU vs VT
+10.5%
-38.9%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.3% | -11.1% | -9.1% |
| 7D | +9.0% | +2.4% | +6.6% | -6.7% |
| 30D | -67.4% | -1.5% | -65.9% | -55.8% |
| 3M | -75.6% | -4.1% | -71.5% | -59.8% |
| 6M | -84.0% | +0.6% | -84.6% | -76.6% |
| All | -28.4% | +10.5% | -38.9% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling