-77.5%
SNAP vs ITOT
+250.3%
-327.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +5.0% |
| 7D | -3.2% | -2.0% | -1.1% | 0.0% |
| 30D | +0.2% | -2.0% | +2.1% | +3.3% |
| 3M | +2.6% | +4.5% | -1.9% | -3.6% |
| 6M | +12.4% | +12.6% | -0.2% | -5.0% |
| YTD | -31.6% | +12.0% | -43.6% | -41.4% |
| 1Y | -21.7% | +17.3% | -39.0% | -37.4% |
| 3Y | -41.2% | +75.2% | -116.5% | -73.4% |
| 5Y | -92.6% | +74.0% | -166.6% | -96.3% |
| All | -77.5% | +250.3% | -327.7% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling