+4,437.1%
SNDK vs VLO
+209.7%
+4,227.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -4.2% |
| 7D | -6.1% | +5.3% | -11.4% | -8.6% |
| 30D | +21.5% | +18.2% | +3.3% | +11.7% |
| 3M | -13.2% | +53.3% | -66.5% | -30.0% |
| 6M | +149.2% | +70.4% | +78.8% | +84.7% |
| YTD | +588.1% | +143.4% | +444.7% | +272.5% |
| 1Y | +1,837.5% | +153.0% | +1,684.5% | +894.4% |
| All | +4,437.1% | +209.7% | +4,227.4% | +1,742.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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