+36.2%
SNPS vs VOO
+72.8%
-36.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.0% |
| 7D | -0.6% | -0.6% | -0.1% | +0.2% |
| 30D | -9.8% | -3.6% | -6.2% | -4.5% |
| 3M | +11.7% | -2.7% | +14.5% | +16.9% |
| 6M | -10.9% | +2.2% | -13.2% | -13.5% |
| YTD | -2.1% | +10.9% | -13.0% | -15.2% |
| 1Y | +14.8% | +11.3% | +3.4% | -1.1% |
| 3Y | -11.3% | +76.9% | -88.3% | -59.0% |
| 5Y | +36.2% | +73.5% | -37.3% | -30.0% |
| All | +36.2% | +72.8% | -36.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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