+2,684.0%
SNDK vs VUG
+15.8%
+2,668.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +13.3% |
| 7D | +17.2% | -0.1% | +17.3% | +17.2% |
| 30D | +28.8% | -0.3% | +29.2% | +29.5% |
| 3M | -1.1% | -0.7% | -0.4% | +3.9% |
| 6M | +190.5% | +14.6% | +175.8% | +111.8% |
| YTD | +633.0% | +9.0% | +624.0% | +523.6% |
| 1Y | +2,684.0% | +14.9% | +2,669.1% | +2,010.3% |
| All | +2,684.0% | +15.8% | +2,668.2% | +2,010.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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