+691.2%
SNPS vs VCIT
+30.2%
+661.0%
-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% | -10.4% |
| 3M | +12.3% | -1.1% | +13.4% | +13.6% |
| 6M | -9.6% | -1.7% | -7.9% | -7.9% |
| YTD | -0.6% | -1.1% | +0.6% | +0.7% |
| 1Y | +18.7% | -0.4% | +19.1% | +19.2% |
| 3Y | -7.6% | +20.5% | -28.0% | -25.7% |
| 5Y | +34.1% | +3.8% | +30.3% | +26.1% |
| 10Y | +691.2% | +31.2% | +660.0% | +609.4% |
| All | +691.2% | +30.2% | +661.0% | +609.4% |
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