+2,504.1%
SNDK vs VT
+31.0%
+2,473.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -2.1% |
| 7D | +16.2% | +2.9% | +13.4% | +6.5% |
| 30D | -36.8% | -2.5% | -34.2% | -28.9% |
| 3M | -30.3% | -3.3% | -26.9% | -19.6% |
| 6M | -35.4% | +1.5% | -37.0% | -32.8% |
| YTD | +294.9% | +11.4% | +283.6% | +222.2% |
| 1Y | +231.1% | +11.9% | +219.2% | +171.8% |
| All | +2,504.1% | +31.0% | +2,473.1% | +1,666.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling