+195.9%
SNPE vs VT
+134.3%
+61.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -2.8% | -2.3% | -0.5% | -0.5% |
| 30D | -6.3% | -5.0% | -1.3% | -1.4% |
| 3M | -5.5% | -4.9% | -0.6% | -0.7% |
| 6M | 0.0% | -1.5% | +1.6% | +1.5% |
| YTD | +7.7% | +8.5% | -0.8% | -0.9% |
| 1Y | +11.2% | +11.4% | -0.2% | -0.3% |
| 3Y | +72.3% | +70.1% | +2.2% | +1.6% |
| 5Y | +69.5% | +53.7% | +15.7% | +10.4% |
| All | +195.9% | +134.3% | +61.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling