+86.4%
SNOW vs VUG
+77.4%
+8.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.6% |
| 7D | +0.2% | -1.2% | +1.4% | +1.9% |
| 30D | -19.8% | -8.9% | -11.0% | -9.0% |
| 3M | -11.6% | -5.9% | -5.7% | -3.5% |
| 6M | +94.0% | -3.3% | +97.3% | +104.4% |
| YTD | +34.8% | +3.4% | +31.4% | +31.0% |
| 1Y | +10.1% | +1.9% | +8.3% | +9.1% |
| All | +86.4% | +77.4% | +8.9% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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