-20.7%
SNAP vs VSH
+62.1%
-82.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.1% | +11.0% | +6.6% |
| 7D | -0.7% | -13.6% | +13.0% | +1.4% |
| 30D | +5.5% | -30.4% | +35.9% | +11.1% |
| 3M | +2.2% | -33.3% | +35.5% | +8.1% |
| 6M | -4.1% | -15.1% | +11.0% | -7.1% |
| YTD | -26.6% | +80.2% | -106.9% | -41.8% |
| 1Y | -20.7% | +63.4% | -84.1% | -36.4% |
| All | -20.7% | +62.1% | -82.8% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling