+572.1%
SNPS vs VGT
+809.1%
-237.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +2.1% |
| 7D | -4.6% | -1.0% | -3.6% | -3.6% |
| 30D | -3.3% | -0.4% | -2.9% | -2.6% |
| 3M | -13.8% | +6.6% | -20.4% | -19.9% |
| 6M | -8.2% | +31.0% | -39.2% | -31.2% |
| YTD | -15.4% | +27.2% | -42.7% | -34.4% |
| 1Y | +2.4% | +34.5% | -32.0% | -24.5% |
| 3Y | -13.5% | +123.1% | -136.6% | -61.8% |
| 5Y | +19.5% | +135.1% | -115.6% | -49.4% |
| All | +572.1% | +809.1% | -237.0% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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