-0.4%
SNDA price history and return analytics
+57.4%
-57.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.4% |
| 7D | -1.9% | +0.4% | -2.3% | -1.9% |
| 30D | -5.7% | -2.6% | -3.1% | -3.9% |
| 3M | -17.6% | -3.2% | -14.3% | -15.7% |
| 6M | -13.2% | +0.9% | -14.1% | -14.2% |
| YTD | +1.9% | +11.3% | -9.4% | -6.2% |
| 1Y | +3.6% | +14.0% | -10.4% | -6.3% |
| 3Y | +272.4% | +75.8% | +196.6% | +165.1% |
| 5Y | -0.4% | +57.8% | -58.3% | -22.9% |
| All | -0.4% | +57.4% | -57.8% | -22.9% |
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