-77.7%
SNAP vs VCIT
+32.4%
-110.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +0.7% | -0.3% | +1.1% | +1.3% |
| 30D | +2.6% | -0.8% | +3.4% | +3.9% |
| 3M | -9.9% | -1.0% | -8.9% | -8.3% |
| 6M | +1.9% | -1.8% | +3.7% | +5.2% |
| YTD | -32.2% | -0.7% | -31.5% | -31.1% |
| 1Y | -22.8% | +1.0% | -23.8% | -23.3% |
| 3Y | -47.6% | +18.8% | -66.5% | -58.1% |
| 5Y | -92.7% | +3.5% | -96.2% | -93.2% |
| All | -77.7% | +32.4% | -110.0% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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