-38.2%
SNDU vs VTRS
+39.8%
-78.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -1.3% | -42.8% | -44.8% |
| 7D | -67.5% | -1.2% | -66.3% | -68.0% |
| 30D | -80.3% | +8.2% | -88.4% | -79.2% |
| 3M | -74.1% | +8.3% | -82.4% | -72.5% |
| 6M | -85.8% | +24.1% | -109.8% | -84.8% |
| All | -38.2% | +39.8% | -78.0% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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