+14.8%
SNPS vs VSH
+86.1%
-71.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.8% |
| 7D | -0.6% | -1.6% | +0.9% | -0.7% |
| 30D | -9.8% | -21.3% | +11.5% | -6.0% |
| 3M | +11.7% | -18.9% | +30.6% | +15.4% |
| 6M | -10.9% | -21.4% | +10.5% | -11.4% |
| YTD | -2.1% | +86.8% | -88.9% | -25.6% |
| 1Y | +14.8% | +85.8% | -71.0% | -12.1% |
| All | +14.8% | +86.1% | -71.4% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling