+2,415.8%
SNPS vs VNQ
+387.0%
+2,028.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -5.5% | -0.9% | -4.6% | -5.1% |
| 30D | -4.5% | -2.2% | -2.2% | -3.6% |
| 3M | -15.5% | -1.9% | -13.5% | -15.0% |
| 6M | -10.1% | +3.2% | -13.3% | -11.6% |
| YTD | -16.3% | +9.4% | -25.7% | -19.7% |
| 1Y | -34.9% | +7.5% | -42.5% | -37.1% |
| 3Y | -14.4% | +31.1% | -45.4% | -24.1% |
| 5Y | +17.9% | +6.6% | +11.3% | +14.3% |
| 10Y | +574.2% | +63.9% | +510.3% | +453.3% |
| All | +2,415.8% | +387.0% | +2,028.8% | +992.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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