-44.7%
SND price history and return analytics
+235.4%
-280.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.9% |
| 7D | -2.1% | -1.1% | -1.0% | -0.7% |
| 30D | +5.0% | -1.0% | +6.0% | +6.3% |
| 3M | +2.6% | +3.2% | -0.6% | -1.9% |
| 6M | +46.8% | +12.5% | +34.3% | +23.6% |
| YTD | +35.8% | +14.1% | +21.7% | +12.3% |
| 1Y | +190.3% | +18.9% | +171.4% | +126.5% |
| 3Y | +161.8% | +74.1% | +87.7% | +22.8% |
| 5Y | +161.8% | +66.9% | +95.0% | +29.5% |
| All | -44.7% | +235.4% | -280.2% | -89.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling