+2,288.9%
SNDK vs VG
-20.5%
+2,309.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.2% |
| 7D | -23.7% | -7.7% | -16.0% | -22.6% |
| 30D | -45.6% | -8.8% | -36.8% | -44.8% |
| 3M | -30.5% | -15.6% | -14.9% | -29.1% |
| 6M | -45.0% | +5.2% | -50.2% | -46.4% |
| YTD | +262.3% | +76.9% | +185.4% | +177.0% |
| 1Y | +221.0% | +42.5% | +178.5% | +163.8% |
| All | +2,288.9% | -20.5% | +2,309.4% | +1,941.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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