+2,362.5%
SNDK vs VT
+30.9%
+2,331.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | -2.3% |
| 7D | -17.5% | +0.4% | -17.9% | -17.1% |
| 30D | -44.0% | -2.6% | -41.4% | -37.1% |
| 3M | -26.9% | -3.2% | -23.6% | -16.3% |
| 6M | -43.3% | +0.9% | -44.2% | -40.1% |
| YTD | +273.5% | +11.3% | +262.1% | +203.8% |
| 1Y | +270.2% | +14.0% | +256.2% | +188.9% |
| All | +2,362.5% | +30.9% | +2,331.6% | +1,565.4% |
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