+4,800.5%
SNDK vs IVV
+28.4%
+4,772.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.7% |
| 7D | +13.6% | -0.4% | +13.9% | +14.4% |
| 30D | +42.5% | -1.4% | +43.9% | +48.0% |
| 3M | +7.1% | +3.7% | +3.4% | -0.2% |
| 6M | +199.7% | +13.0% | +186.6% | +126.8% |
| YTD | +643.2% | +12.4% | +630.7% | +471.9% |
| 1Y | +2,402.0% | +18.6% | +2,383.4% | +1,684.1% |
| All | +4,800.5% | +28.4% | +4,772.0% | +3,299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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