+4,601.6%
SNDK vs V
+5.2%
+4,596.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.1% |
| 7D | +8.8% | -3.0% | +11.9% | +9.2% |
| 30D | +33.2% | +1.2% | +32.0% | +32.8% |
| 3M | +3.0% | +13.9% | -10.9% | -2.8% |
| 6M | +173.5% | +17.2% | +156.2% | +150.0% |
| YTD | +613.0% | +5.3% | +607.7% | +611.1% |
| 1Y | +2,189.8% | +9.5% | +2,180.3% | +2,079.7% |
| All | +4,601.6% | +5.2% | +4,596.5% | +4,897.3% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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