+12.5%
SNDX vs VT
+66.2%
-53.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | -0.8% | +1.0% | -1.8% | -1.9% |
| 30D | -2.3% | -0.2% | -2.0% | -2.0% |
| 3M | +17.6% | +4.5% | +13.0% | +11.5% |
| 6M | -9.7% | +14.1% | -23.7% | -22.5% |
| YTD | -5.1% | +14.8% | -19.9% | -19.3% |
| 1Y | +22.1% | +21.2% | +0.9% | -2.9% |
| 3Y | +13.9% | +76.6% | -62.6% | -39.0% |
| 5Y | +12.5% | +66.6% | -54.1% | -32.9% |
| All | +12.5% | +66.2% | -53.7% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling