+2,358.4%
SNDK vs VLTO
+19.0%
+2,339.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.6% |
| 7D | +6.0% | +1.0% | +5.0% | +5.9% |
| 30D | -36.9% | +17.5% | -54.4% | -38.1% |
| 3M | -42.1% | +21.4% | -63.5% | -43.8% |
| 6M | -38.8% | +38.1% | -77.0% | -48.2% |
| YTD | +272.8% | +19.0% | +253.8% | +274.5% |
| 1Y | +263.3% | +20.7% | +242.7% | +255.2% |
| All | +2,358.4% | +19.0% | +2,339.4% | +2,529.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling