+574.2%
SNPS vs VSH
+172.7%
+401.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -5.5% | +3.5% | -9.0% | -6.8% |
| 30D | -4.5% | -4.4% | -0.1% | -3.1% |
| 3M | -15.5% | -45.8% | +30.3% | +1.9% |
| 6M | -10.1% | +90.1% | -100.2% | -36.1% |
| YTD | -16.3% | +120.3% | -136.6% | -44.6% |
| 1Y | -34.9% | +112.2% | -147.2% | -56.5% |
| 3Y | -14.4% | +36.6% | -50.9% | -34.9% |
| 5Y | +17.9% | +67.0% | -49.1% | -19.1% |
| 10Y | +574.2% | +179.5% | +394.8% | +238.3% |
| All | +574.2% | +172.7% | +401.5% | +238.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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