+4,437.1%
SNDK vs VTV
+30.7%
+4,406.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -5.7% |
| 7D | -6.1% | -1.1% | -5.0% | -3.0% |
| 30D | +21.5% | -1.0% | +22.5% | +25.0% |
| 3M | -13.2% | +4.6% | -17.8% | -23.9% |
| 6M | +149.2% | +13.5% | +135.7% | +74.5% |
| YTD | +588.1% | +18.5% | +569.6% | +330.0% |
| 1Y | +1,837.5% | +22.9% | +1,814.7% | +1,011.2% |
| All | +4,437.1% | +30.7% | +4,406.3% | +2,542.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling