+4,437.1%
SNDK vs VTR
+55.9%
+4,381.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.7% |
| 7D | -6.1% | -0.3% | -5.8% | -6.2% |
| 30D | +21.5% | +1.1% | +20.4% | +22.1% |
| 3M | -13.2% | +7.9% | -21.1% | -13.1% |
| 6M | +149.2% | +6.2% | +143.0% | +151.4% |
| YTD | +588.1% | +17.7% | +570.3% | +578.1% |
| 1Y | +1,837.5% | +32.9% | +1,804.6% | +1,704.8% |
| All | +4,437.1% | +55.9% | +4,381.2% | +3,989.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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