+4,727.7%
SNDK vs VT
+35.0%
+4,692.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +1.5% |
| 7D | +13.1% | +1.0% | +12.1% | +9.4% |
| 30D | +43.4% | -0.2% | +43.6% | +44.7% |
| 3M | +5.8% | +4.5% | +1.3% | -3.0% |
| 6M | +229.6% | +14.1% | +215.5% | +140.2% |
| YTD | +632.2% | +14.8% | +617.4% | +425.0% |
| 1Y | +2,365.4% | +21.2% | +2,344.2% | +1,510.3% |
| All | +4,727.7% | +35.0% | +4,692.8% | +2,778.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling