+379.2%
SNDK vs VNQ
+13.7%
+365.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.2% | -11.1% | -4.1% |
| 7D | -26.2% | +6.8% | -32.9% | -20.0% |
| 30D | -39.1% | +10.0% | -49.1% | -32.0% |
| 3M | -27.3% | 0.0% | -27.3% | -25.6% |
| 6M | -17.4% | +4.5% | -21.9% | -13.9% |
| YTD | +337.0% | +13.9% | +323.1% | +293.7% |
| All | +379.2% | +13.7% | +365.5% | +332.5% |
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