+56.8%
SNDX vs VOO
+357.9%
-301.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.5% |
| 7D | -9.0% | -2.0% | -7.0% | -7.0% |
| 30D | -7.2% | -1.7% | -5.6% | -5.5% |
| 3M | +7.1% | +4.7% | +2.3% | +1.5% |
| 6M | -22.1% | +12.6% | -34.7% | -31.8% |
| YTD | -10.4% | +11.8% | -22.2% | -21.1% |
| 1Y | +19.6% | +17.5% | +2.1% | -0.5% |
| 3Y | +7.5% | +77.0% | -69.4% | -42.2% |
| 5Y | +2.8% | +82.6% | -79.7% | -46.9% |
| 10Y | +40.7% | +320.0% | -279.3% | -70.8% |
| All | +56.8% | +357.9% | -301.0% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling