-10.1%
SNPS vs VCIT
+19.8%
-30.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.1% |
| 7D | -10.2% | +0.5% | -10.6% | -10.5% |
| 30D | -12.8% | +2.1% | -14.9% | -14.4% |
| 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% | -4.8% |
| 1Y | +7.6% | -0.4% | +8.0% | +8.3% |
| All | -10.1% | +19.8% | -30.0% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling