+260.6%
SNDU vs VYM
+11.5%
+249.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.4% | +24.0% | +25.4% |
| 7D | +35.2% | 0.0% | +35.2% | +34.6% |
| 30D | +50.8% | -0.5% | +51.4% | +52.8% |
| 3M | -43.2% | +3.0% | -46.2% | -51.1% |
| All | +260.6% | +11.5% | +249.1% | +98.9% |
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 · Available span rolling