+4,601.6%
SNDK vs VUG
+24.9%
+4,576.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.5% | -2.9% |
| 7D | +8.8% | -1.9% | +10.7% | +13.1% |
| 30D | +33.2% | -1.6% | +34.7% | +37.5% |
| 3M | +3.0% | +4.4% | -1.4% | -2.4% |
| 6M | +173.5% | +13.2% | +160.3% | +125.4% |
| YTD | +613.0% | +7.5% | +605.5% | +544.3% |
| 1Y | +2,189.8% | +12.5% | +2,177.3% | +1,900.9% |
| All | +4,601.6% | +24.9% | +4,576.8% | +3,428.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling