+4,901.1%
SNPS vs VSH
+1,274.0%
+3,627.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +4.4% | -9.8% | -6.7% |
| 7D | -11.0% | +4.1% | -15.1% | -12.1% |
| 30D | -1.7% | -4.2% | +2.4% | -0.7% |
| 3M | -20.4% | -50.0% | +29.6% | -5.4% |
| 6M | -8.6% | +80.2% | -88.8% | -27.1% |
| YTD | -16.2% | +121.1% | -137.2% | -37.4% |
| 1Y | -34.6% | +112.0% | -146.6% | -50.7% |
| 3Y | -14.5% | +22.5% | -37.0% | -27.1% |
| 5Y | +17.0% | +64.0% | -47.1% | -8.7% |
| 10Y | +560.0% | +170.4% | +389.7% | +327.8% |
| All | +4,901.1% | +1,274.0% | +3,627.2% | +1,409.0% |
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 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