+2,684.0%
SNDK vs VNQ
+9.6%
+2,674.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.6% | +11.5% |
| 7D | +17.2% | -1.3% | +18.4% | +16.4% |
| 30D | +28.8% | -2.9% | +31.8% | +26.6% |
| 3M | -1.1% | +0.8% | -1.9% | -3.1% |
| 6M | +190.5% | +2.5% | +188.0% | +174.7% |
| YTD | +633.0% | +10.6% | +622.4% | +530.6% |
| 1Y | +2,684.0% | +9.1% | +2,674.9% | +2,347.2% |
| All | +2,684.0% | +9.6% | +2,674.4% | +2,347.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling