+2,684.0%
SNDK vs ITOT
+20.8%
+2,663.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +13.2% |
| 7D | +17.2% | +0.1% | +17.1% | +16.3% |
| 30D | +28.8% | 0.0% | +28.8% | +28.3% |
| 3M | -1.1% | +2.0% | -3.1% | -5.4% |
| 6M | +190.5% | +13.0% | +177.4% | +89.8% |
| YTD | +633.0% | +14.0% | +619.0% | +348.6% |
| 1Y | +2,684.0% | +19.9% | +2,664.1% | +1,207.5% |
| All | +2,684.0% | +20.8% | +2,663.2% | +1,207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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