-43.7%
SNAP vs ITOT
+75.4%
-119.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.2% |
| 7D | -5.0% | -0.4% | -4.6% | -4.3% |
| 30D | -0.7% | -1.6% | +0.8% | +2.3% |
| 3M | -5.0% | +3.5% | -8.6% | -10.2% |
| 6M | +3.5% | +13.1% | -9.6% | -16.3% |
| YTD | -34.2% | +12.7% | -46.9% | -46.2% |
| 1Y | -27.1% | +18.3% | -45.4% | -45.2% |
| All | -43.7% | +75.4% | -119.2% | -80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling