+2,358.4%
SNDK vs VT
+30.6%
+2,327.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -4.6% |
| 7D | +6.0% | +2.4% | +3.6% | -1.2% |
| 30D | -36.9% | -1.5% | -35.4% | -31.4% |
| 3M | -42.1% | -4.1% | -38.0% | -31.5% |
| 6M | -38.8% | +0.6% | -39.4% | -34.4% |
| YTD | +272.8% | +11.0% | +261.8% | +207.3% |
| 1Y | +263.3% | +13.3% | +250.0% | +187.0% |
| All | +2,358.4% | +30.6% | +2,327.8% | +1,584.5% |
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