+2,015.9%
SNPS vs VIG
+655.9%
+1,360.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.3% |
| 7D | -0.2% | -0.3% | +0.2% | +0.2% |
| 30D | -8.0% | +4.9% | -13.0% | -12.4% |
| 3M | +12.5% | +2.9% | +9.5% | +9.2% |
| 6M | -10.5% | +11.2% | -21.7% | -19.6% |
| YTD | -1.6% | +16.0% | -17.6% | -15.0% |
| 1Y | +16.8% | +17.0% | -0.1% | +0.1% |
| 3Y | -10.9% | +66.9% | -77.8% | -45.2% |
| 5Y | +35.8% | +65.8% | -30.1% | -14.2% |
| 10Y | +675.0% | +263.6% | +411.4% | +152.8% |
| All | +2,015.9% | +655.9% | +1,360.1% | +285.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling