+32.8%
SNOW vs VCIT
+5.0%
+27.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +2.8% | -0.3% | +3.1% | +3.6% |
| 30D | +6.4% | -0.8% | +7.2% | +8.1% |
| 3M | +38.1% | -1.0% | +39.1% | +41.1% |
| 6M | +100.4% | -1.8% | +102.2% | +108.4% |
| YTD | +53.7% | -0.7% | +54.4% | +55.7% |
| 1Y | +52.0% | +1.0% | +51.0% | +48.4% |
| 3Y | +114.7% | +18.8% | +95.8% | +40.0% |
| 5Y | +8.8% | +3.5% | +5.3% | +7.0% |
| All | +32.8% | +5.0% | +27.8% | +23.1% |
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