+4,437.1%
SNDK vs VIG
+20.6%
+4,416.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -5.5% |
| 7D | -6.1% | -1.1% | -5.1% | -3.4% |
| 30D | +21.5% | -2.7% | +24.2% | +30.4% |
| 3M | -13.2% | +2.5% | -15.7% | -20.0% |
| 6M | +149.2% | +9.2% | +140.0% | +93.2% |
| YTD | +588.1% | +9.8% | +578.2% | +426.0% |
| 1Y | +1,837.5% | +12.4% | +1,825.2% | +1,329.6% |
| All | +4,437.1% | +20.6% | +4,416.5% | +3,296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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