+4,800.5%
SNDK vs VSH
+88.7%
+4,711.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.9% |
| 7D | +13.6% | +3.5% | +10.0% | +10.6% |
| 30D | +42.5% | -4.4% | +46.9% | +48.3% |
| 3M | +7.1% | -45.8% | +53.0% | +79.2% |
| 6M | +199.7% | +90.1% | +109.5% | +85.1% |
| YTD | +643.2% | +120.3% | +522.9% | +321.9% |
| 1Y | +2,402.0% | +112.2% | +2,289.8% | +1,365.9% |
| All | +4,800.5% | +88.7% | +4,711.8% | +3,004.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling