+691.2%
SNPS vs VCIT
+29.7%
+661.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +0.2% | +0.7% | -0.5% | -0.6% |
| 30D | -8.4% | +1.8% | -10.2% | -10.3% |
| 3M | +12.3% | -1.6% | +13.8% | +14.2% |
| 6M | -9.6% | -2.1% | -7.5% | -7.5% |
| YTD | -0.6% | -1.6% | +1.0% | +1.2% |
| 1Y | +18.7% | -0.8% | +19.5% | +19.8% |
| 3Y | -7.6% | +19.9% | -27.5% | -25.4% |
| 5Y | +34.1% | +3.3% | +30.8% | +26.7% |
| 10Y | +691.2% | +30.6% | +660.6% | +612.7% |
| All | +691.2% | +29.7% | +661.5% | +612.7% |
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