-14.5%
SNPS vs VG
-50.2%
+35.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.3% | +3.5% |
| 7D | +0.2% | -8.3% | +8.5% | +0.6% |
| 30D | -8.4% | -10.3% | +1.9% | -8.0% |
| 3M | +12.3% | -10.8% | +23.0% | +12.7% |
| 6M | -9.6% | +3.5% | -13.1% | -10.8% |
| YTD | -0.6% | +74.0% | -74.5% | -10.7% |
| 1Y | +18.7% | +48.9% | -30.2% | +8.4% |
| All | -14.5% | -50.2% | +35.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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