+1,819.4%
SNPS vs VCIT
+96.6%
+1,722.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | -10.2% | +0.5% | -10.6% | -10.5% |
| 30D | -12.8% | +2.1% | -14.9% | -14.2% |
| 3M | +9.9% | -1.6% | +11.4% | +11.1% |
| 6M | -12.4% | -1.6% | -10.8% | -11.4% |
| YTD | -6.3% | -1.5% | -4.7% | -5.2% |
| 1Y | +7.6% | -0.4% | +8.0% | +8.0% |
| 3Y | -9.8% | +19.6% | -29.3% | -20.2% |
| 5Y | +29.2% | +3.3% | +25.9% | +21.5% |
| 10Y | +663.8% | +28.9% | +634.9% | +628.0% |
| All | +1,819.4% | +96.6% | +1,722.8% | +2,319.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling