+17.1%
SNPS vs VSH
+64.7%
-47.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +4.4% | -9.8% | -6.9% |
| 7D | -11.0% | +4.1% | -15.1% | -12.3% |
| 30D | -1.7% | -4.2% | +2.4% | -0.6% |
| 3M | -20.4% | -50.0% | +29.6% | -1.6% |
| 6M | -8.6% | +80.2% | -88.8% | -34.8% |
| YTD | -16.2% | +121.1% | -137.2% | -45.8% |
| 1Y | -34.6% | +112.0% | -146.6% | -57.2% |
| 3Y | -14.5% | +22.5% | -37.0% | -29.7% |
| All | +17.1% | +64.7% | -47.6% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling