+4,601.6%
SNDK vs VO
+19.6%
+4,582.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.1% | -1.6% |
| 7D | +8.8% | -2.5% | +11.3% | +16.5% |
| 30D | +33.2% | -3.2% | +36.4% | +46.1% |
| 3M | +3.0% | +3.9% | -0.9% | -4.3% |
| 6M | +173.5% | +9.6% | +163.8% | +123.5% |
| YTD | +613.0% | +11.6% | +601.4% | +456.1% |
| 1Y | +2,189.8% | +12.6% | +2,177.1% | +1,709.2% |
| All | +4,601.6% | +19.6% | +4,582.0% | +3,734.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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