+83.4%
SNOW vs VSH
+31.2%
+52.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.6% | -1.7% |
| 7D | +5.5% | +14.3% | -8.9% | +2.3% |
| 30D | -13.2% | -7.9% | -5.3% | -12.0% |
| 3M | -13.7% | -19.9% | +6.1% | -10.9% |
| 6M | +91.0% | -30.5% | +121.5% | +95.8% |
| YTD | +32.7% | +85.7% | -53.0% | +0.4% |
| 1Y | +13.3% | +98.9% | -85.7% | -16.5% |
| 3Y | +83.4% | +32.1% | +51.3% | +51.3% |
| All | +83.4% | +31.2% | +52.1% | +51.3% |
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