+56.8%
SNDX price history and return analytics
+260.4%
-203.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.3% | -4.1% |
| 7D | -9.0% | -2.0% | -7.0% | -6.8% |
| 30D | -7.2% | -1.4% | -5.8% | -5.7% |
| 3M | +7.1% | +4.7% | +2.3% | +1.1% |
| 6M | -22.1% | +11.4% | -33.5% | -31.8% |
| YTD | -10.4% | +13.1% | -23.5% | -23.1% |
| 1Y | +19.6% | +19.0% | +0.6% | -3.7% |
| 3Y | +7.5% | +73.9% | -66.4% | -43.5% |
| 5Y | +2.8% | +65.4% | -62.5% | -42.5% |
| 10Y | +40.7% | +225.4% | -184.7% | -61.1% |
| All | +56.8% | +260.4% | -203.5% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling