+645.9%
SNPS vs VCIT
+29.0%
+616.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.1% |
| 7D | -10.2% | +0.5% | -10.6% | -10.6% |
| 30D | -12.8% | +2.1% | -14.9% | -14.9% |
| 3M | +9.9% | -1.6% | +11.4% | +11.7% |
| 6M | -12.4% | -1.6% | -10.8% | -10.9% |
| YTD | -6.3% | -1.5% | -4.7% | -4.7% |
| 1Y | +7.6% | -0.4% | +8.0% | +8.1% |
| 3Y | -9.8% | +19.6% | -29.3% | -26.8% |
| 5Y | +29.2% | +3.3% | +25.9% | +22.1% |
| All | +645.9% | +29.0% | +616.9% | +571.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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