+4,437.1%
SNDK vs VSH
+98.4%
+4,338.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.1% | -9.6% | -8.6% |
| 7D | -6.1% | +4.8% | -10.9% | -10.1% |
| 30D | +21.5% | -0.7% | +22.2% | +22.0% |
| 3M | -13.2% | -43.1% | +29.9% | +38.7% |
| 6M | +149.2% | +91.8% | +57.4% | +51.8% |
| YTD | +588.1% | +131.6% | +456.5% | +273.2% |
| 1Y | +1,837.5% | +118.1% | +1,719.5% | +998.3% |
| All | +4,437.1% | +98.4% | +4,338.7% | +2,645.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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