+4,727.7%
SNDK vs VRT
+157.9%
+4,569.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -3.0% |
| 7D | +13.1% | +13.6% | -0.5% | +2.4% |
| 30D | +43.4% | +6.8% | +36.6% | +36.4% |
| 3M | +5.8% | -3.2% | +9.1% | +11.9% |
| 6M | +229.6% | +20.3% | +209.2% | +196.0% |
| YTD | +632.2% | +79.6% | +552.6% | +387.1% |
| 1Y | +2,365.4% | +139.0% | +2,226.4% | +1,380.2% |
| All | +4,727.7% | +157.9% | +4,569.9% | +2,134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 all: compounded portfolio wealth divided by compounded VRT 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…
all analysis · Full analysis span regression · 6 months rolling