+11.4%
VT vs SNDU
-33.0%
+44.5%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -11.4% | +11.1% | +0.1% |
| 7D | +2.4% | +9.0% | -6.6% | +1.8% |
| 30D | -1.5% | -67.4% | +65.9% | +1.4% |
| 3M | -4.1% | -75.6% | +71.5% | -0.9% |
| 6M | +0.6% | -84.0% | +84.6% | +1.6% |
| All | +11.4% | -33.0% | +44.5% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 3y: compounded portfolio wealth divided by compounded SNDU 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…
3y analysis · Full analysis span regression · 6 months rolling