+1.0%
VZ vs SNDQ
-90.8%
+91.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +15.3% | -13.2% | +1.5% |
| 7D | +6.9% | +66.1% | -59.2% | +4.7% |
| 30D | +2.3% | +122.5% | -120.3% | -0.9% |
| 3M | 0.0% | +11.6% | -11.6% | -1.9% |
| 6M | +0.2% | -82.2% | +82.4% | -2.1% |
| All | +1.0% | -90.8% | +91.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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 · 6 months rolling