+558.6%
SNPS vs VT
+224.5%
+334.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -11.0% | +0.4% | -11.5% | -11.5% |
| 30D | -1.7% | +1.0% | -2.7% | -2.8% |
| 3M | -20.4% | +2.4% | -22.7% | -22.7% |
| 6M | -8.6% | +12.0% | -20.6% | -20.9% |
| YTD | -16.2% | +15.3% | -31.5% | -29.9% |
| 1Y | -34.6% | +22.6% | -57.2% | -49.2% |
| 3Y | -14.5% | +74.7% | -89.1% | -55.9% |
| 5Y | +17.0% | +66.1% | -49.2% | -34.7% |
| All | +558.6% | +224.5% | +334.1% | +83.2% |
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