+691.2%
SNPS vs VT
+223.7%
+467.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +0.3% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | -8.4% | -2.6% | -5.8% | -5.1% |
| 3M | +12.3% | -3.2% | +15.5% | +17.5% |
| 6M | -9.6% | +0.9% | -10.5% | -10.5% |
| YTD | -0.6% | +11.3% | -11.9% | -12.9% |
| 1Y | +18.7% | +14.0% | +4.7% | +0.9% |
| 3Y | -7.6% | +75.8% | -83.4% | -52.6% |
| 5Y | +34.1% | +57.8% | -23.7% | -20.3% |
| 10Y | +691.2% | +219.8% | +471.4% | +126.1% |
| All | +691.2% | +223.7% | +467.5% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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