+17.6%
SNOW vs VUG
+129.9%
-112.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.5% |
| 7D | +10.8% | +4.4% | +6.4% | +3.7% |
| 30D | -16.5% | -7.3% | -9.2% | -5.5% |
| 3M | -10.1% | -4.2% | -5.9% | -3.0% |
| 6M | +96.5% | -1.6% | +98.1% | +102.3% |
| YTD | +36.2% | +4.9% | +31.3% | +26.9% |
| 1Y | +10.7% | +3.8% | +6.9% | +4.9% |
| 3Y | +86.2% | +79.4% | +6.8% | -28.7% |
| 5Y | -22.7% | +63.9% | -86.6% | -62.5% |
| All | +17.6% | +129.9% | -112.3% | -64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling