+170.9%
SND price history and return analytics
+74.2%
+96.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +3.7% | -0.1% | +3.8% | +3.8% |
| 30D | +17.4% | -0.7% | +18.1% | +18.1% |
| 3M | +2.7% | +4.0% | -1.3% | -1.2% |
| 6M | +47.5% | +12.3% | +35.2% | +30.3% |
| YTD | +40.5% | +14.0% | +26.4% | +22.1% |
| 1Y | +200.3% | +20.3% | +180.0% | +144.2% |
| All | +170.9% | +74.2% | +96.7% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling