-46.9%
SNDX vs VT
+53.4%
-100.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | -30.1% | -2.3% | -27.8% | -28.6% |
| 30D | -44.0% | -5.0% | -39.0% | -41.0% |
| 3M | -51.7% | -4.9% | -46.8% | -49.2% |
| 6M | -53.8% | -1.5% | -52.3% | -53.3% |
| YTD | -54.6% | +8.5% | -63.1% | -59.1% |
| 1Y | -35.1% | +11.4% | -46.4% | -43.1% |
| 3Y | -33.7% | +70.1% | -103.8% | -63.1% |
| All | -46.9% | +53.4% | -100.3% | -64.1% |
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