-19.4%
SNPS vs VG
-51.4%
+32.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -4.7% |
| 7D | -10.2% | -22.0% | +11.8% | -9.0% |
| 30D | -12.8% | -14.7% | +1.9% | -12.2% |
| 3M | +9.9% | -7.1% | +16.9% | +10.0% |
| 6M | -12.4% | -11.2% | -1.2% | -12.6% |
| YTD | -6.3% | +69.8% | -76.1% | -15.7% |
| 1Y | +7.6% | +49.9% | -42.2% | -2.0% |
| All | -19.4% | -51.4% | +32.0% | -18.2% |
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