+4,800.5%
SNDK vs VLO
+208.5%
+4,592.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.7% |
| 7D | +13.6% | +6.2% | +7.3% | +10.1% |
| 30D | +42.5% | +23.5% | +19.0% | +28.3% |
| 3M | +7.1% | +53.9% | -46.7% | -13.7% |
| 6M | +199.7% | +81.7% | +118.0% | +112.5% |
| YTD | +643.2% | +142.5% | +500.7% | +303.1% |
| 1Y | +2,402.0% | +145.4% | +2,256.6% | +1,221.3% |
| All | +4,800.5% | +208.5% | +4,592.0% | +1,894.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling