+660.9%
SNPS vs VIG
+262.6%
+398.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +1.1% | +3.5% | -2.4% | -3.1% |
| 30D | -5.2% | +4.9% | -10.1% | -10.7% |
| 3M | +10.6% | +2.5% | +8.0% | +7.1% |
| 6M | -10.6% | +11.0% | -21.6% | -21.6% |
| YTD | -3.1% | +16.0% | -19.1% | -19.2% |
| 1Y | +15.6% | +17.5% | -2.0% | -5.3% |
| 3Y | -12.9% | +67.0% | -79.9% | -52.6% |
| 5Y | +31.2% | +64.8% | -33.6% | -26.0% |
| All | +660.9% | +262.6% | +398.3% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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