+5,829.8%
SNPS vs VSH
+1,044.7%
+4,785.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +13.4% | -9.8% | -0.2% |
| 7D | +0.2% | +3.5% | -3.3% | -1.4% |
| 30D | -8.4% | -22.4% | +14.0% | -2.3% |
| 3M | +12.3% | -25.2% | +37.4% | +20.4% |
| 6M | -9.6% | -22.5% | +13.0% | -7.9% |
| YTD | -0.6% | +84.2% | -84.8% | -22.7% |
| 1Y | +18.7% | +87.1% | -68.4% | -8.3% |
| 3Y | -7.6% | +31.7% | -39.2% | -23.7% |
| 5Y | +34.1% | +42.6% | -8.5% | +7.8% |
| 10Y | +691.2% | +116.6% | +574.6% | +439.9% |
| All | +5,829.8% | +1,044.7% | +4,785.1% | +1,763.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling