+2,684.0%
SNDK vs VTV
+27.0%
+2,657.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +12.8% |
| 7D | +17.2% | +0.5% | +16.7% | +14.7% |
| 30D | +28.8% | +1.1% | +27.7% | +23.3% |
| 3M | -1.1% | +5.9% | -7.0% | -19.0% |
| 6M | +190.5% | +11.6% | +178.8% | +97.9% |
| YTD | +633.0% | +19.8% | +613.2% | +277.9% |
| 1Y | +2,684.0% | +26.2% | +2,657.8% | +1,073.2% |
| All | +2,684.0% | +27.0% | +2,657.0% | +1,073.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling