+4,727.7%
SNDK vs VG
-2.7%
+4,730.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.4% |
| 7D | +13.1% | -2.5% | +15.6% | +13.5% |
| 30D | +43.4% | +11.1% | +32.3% | +40.9% |
| 3M | +5.8% | +14.9% | -9.0% | +3.0% |
| 6M | +229.6% | +18.4% | +211.2% | +205.0% |
| YTD | +632.2% | +116.6% | +515.6% | +444.8% |
| 1Y | +2,365.4% | +9.4% | +2,356.0% | +2,150.5% |
| All | +4,727.7% | -2.7% | +4,730.4% | +3,915.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling