+149.2%
SNDK vs VTI
+13.4%
+135.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -6.7% |
| 7D | -6.1% | -0.9% | -5.2% | -2.8% |
| 30D | +21.5% | -1.4% | +22.9% | +28.4% |
| 3M | -13.2% | +3.6% | -16.8% | -21.8% |
| 6M | +149.2% | +13.6% | +135.6% | +72.4% |
| All | +149.2% | +13.4% | +135.8% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 6mo: compounded portfolio wealth divided by compounded VTI 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…
6mo analysis · Full analysis span regression · 6 months rolling