+4,437.1%
SNDK vs VLTO
-5.4%
+4,442.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.7% |
| 7D | -6.1% | -2.3% | -3.8% | -5.4% |
| 30D | +21.5% | -2.7% | +24.2% | +22.4% |
| 3M | -13.2% | +14.0% | -27.2% | -25.8% |
| 6M | +149.2% | +3.3% | +145.9% | +134.3% |
| YTD | +588.1% | -5.4% | +593.5% | +619.4% |
| 1Y | +1,837.5% | -13.3% | +1,850.8% | +2,224.6% |
| All | +4,437.1% | -5.4% | +4,442.5% | +4,950.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling