+10.7%
SNDU vs VYM
+12.8%
-2.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.2% | -17.0% | -19.4% |
| 7D | -48.0% | +1.2% | -49.2% | -49.9% |
| 30D | -66.4% | +5.2% | -71.7% | -72.3% |
| 3M | -58.7% | +0.5% | -59.3% | -58.9% |
| 6M | -68.6% | +7.7% | -76.3% | -76.8% |
| All | +10.7% | +12.8% | -2.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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