+3.5%
SNOW vs VTV
+79.3%
-75.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | +0.5% |
| 7D | -7.5% | -2.1% | -5.5% | -4.7% |
| 30D | -1.3% | -1.3% | 0.0% | +0.6% |
| 3M | +37.4% | +5.6% | +31.8% | +26.8% |
| 6M | +88.1% | +12.4% | +75.7% | +56.9% |
| YTD | +50.3% | +17.6% | +32.7% | +16.8% |
| 1Y | +46.0% | +23.5% | +22.5% | +5.0% |
| 3Y | +98.7% | +67.0% | +31.7% | -11.2% |
| All | +3.5% | +79.3% | -75.8% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling