+4,800.5%
SNDK vs VLTO
-4.8%
+4,805.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.4% | +1.8% |
| 7D | +13.6% | -2.6% | +16.1% | +14.4% |
| 30D | +42.5% | -2.5% | +45.0% | +43.4% |
| 3M | +7.1% | +10.1% | -3.0% | -4.9% |
| 6M | +199.7% | +1.0% | +198.7% | +190.4% |
| YTD | +643.2% | -4.8% | +648.0% | +675.2% |
| 1Y | +2,402.0% | -9.3% | +2,411.3% | +2,703.4% |
| All | +4,800.5% | -4.8% | +4,805.3% | +5,342.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling