-53.5%
SNAP vs VSH
+31.2%
-84.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +2.3% |
| 7D | +6.0% | +14.3% | -8.3% | +0.7% |
| 30D | -13.8% | -7.9% | -5.9% | -12.2% |
| 3M | -0.8% | -19.9% | +19.1% | +4.6% |
| 6M | -6.2% | -30.5% | +24.3% | -3.1% |
| YTD | -34.8% | +85.7% | -120.5% | -61.4% |
| 1Y | -38.7% | +98.9% | -137.6% | -65.3% |
| 3Y | -53.5% | +32.1% | -85.5% | -66.8% |
| All | -53.5% | +31.2% | -84.7% | -66.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling