+1,528.2%
SNPS vs VT
+368.8%
+1,159.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -5.5% | -0.1% | -5.3% | -5.4% |
| 30D | -4.5% | -0.7% | -3.8% | -3.8% |
| 3M | -15.5% | +4.0% | -19.5% | -18.4% |
| 6M | -10.1% | +12.3% | -22.4% | -18.6% |
| YTD | -16.3% | +14.0% | -30.3% | -25.1% |
| 1Y | -34.9% | +20.3% | -55.2% | -44.2% |
| 3Y | -14.4% | +75.4% | -89.8% | -45.4% |
| 5Y | +17.9% | +66.0% | -48.1% | -19.6% |
| 10Y | +574.2% | +228.2% | +346.1% | +190.7% |
| All | +1,528.2% | +368.8% | +1,159.4% | +457.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling