-14.9%
SNPS vs VGT
+123.6%
-138.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -5.5% | +1.5% | -6.9% | -7.0% |
| 30D | -4.5% | +0.5% | -5.0% | -4.7% |
| 3M | -15.5% | +5.3% | -20.7% | -20.6% |
| 6M | -10.1% | +32.4% | -42.5% | -34.6% |
| YTD | -16.3% | +28.6% | -44.9% | -36.9% |
| 1Y | -34.9% | +37.6% | -72.6% | -54.6% |
| All | -14.9% | +123.6% | -138.4% | -64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling