+4,733.3%
SNDK vs VT
+35.7%
+4,697.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +12.0% |
| 7D | +17.2% | +0.4% | +16.7% | +15.4% |
| 30D | +28.8% | +1.0% | +27.9% | +25.0% |
| 3M | -1.1% | +2.4% | -3.5% | -3.4% |
| 6M | +190.5% | +12.0% | +178.5% | +123.3% |
| YTD | +633.0% | +15.3% | +617.7% | +417.3% |
| 1Y | +2,684.0% | +22.6% | +2,661.4% | +1,664.1% |
| All | +4,733.3% | +35.7% | +4,697.7% | +2,736.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling