+4,800.5%
SNDK vs VUG
+25.6%
+4,774.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.5% |
| 7D | +13.6% | +0.1% | +13.5% | +13.1% |
| 30D | +42.5% | -1.7% | +44.2% | +47.5% |
| 3M | +7.1% | +2.8% | +4.3% | +4.2% |
| 6M | +199.7% | +13.6% | +186.1% | +144.8% |
| YTD | +643.2% | +8.1% | +635.1% | +563.8% |
| 1Y | +2,402.0% | +13.1% | +2,388.9% | +2,061.6% |
| All | +4,800.5% | +25.6% | +4,774.9% | +3,534.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling