+36.2%
SNPS vs VT
+57.5%
-21.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -9.8% | -3.1% | -6.8% | -5.4% |
| 3M | +11.7% | -3.5% | +15.2% | +18.2% |
| 6M | -10.9% | +0.5% | -11.4% | -11.5% |
| YTD | -2.1% | +10.8% | -12.9% | -15.8% |
| 1Y | +14.8% | +11.9% | +2.9% | -2.8% |
| 3Y | -11.3% | +73.0% | -84.3% | -58.8% |
| 5Y | +36.2% | +58.6% | -22.4% | -21.1% |
| All | +36.2% | +57.5% | -21.3% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling