+36.2%
SNPS vs VIG
+64.1%
-27.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.9% |
| 7D | -0.6% | +1.0% | -1.6% | -2.1% |
| 30D | -9.8% | +4.5% | -14.3% | -15.5% |
| 3M | +11.7% | +2.1% | +9.7% | +8.3% |
| 6M | -10.9% | +10.5% | -21.4% | -23.2% |
| YTD | -2.1% | +15.1% | -17.2% | -20.4% |
| 1Y | +14.8% | +16.9% | -2.1% | -8.8% |
| 3Y | -11.3% | +65.6% | -76.9% | -57.1% |
| 5Y | +36.2% | +64.4% | -28.2% | -28.6% |
| All | +36.2% | +64.1% | -27.9% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling