+4,437.1%
SNDK vs VO
+20.6%
+4,416.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -5.6% |
| 7D | -6.1% | -1.5% | -4.6% | -2.2% |
| 30D | +21.5% | -3.0% | +24.5% | +32.3% |
| 3M | -13.2% | +2.8% | -16.0% | -17.7% |
| 6M | +149.2% | +10.9% | +138.3% | +97.4% |
| YTD | +588.1% | +12.5% | +575.6% | +424.7% |
| 1Y | +1,837.5% | +12.0% | +1,825.6% | +1,438.8% |
| All | +4,437.1% | +20.6% | +4,416.5% | +3,518.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling