+1,817.0%
SNPS vs VT
+363.9%
+1,453.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -1.5% |
| 7D | -3.9% | -0.3% | -3.6% | -3.7% |
| 30D | -5.2% | -1.4% | -3.8% | -3.8% |
| 3M | +14.6% | -1.4% | +16.0% | +16.4% |
| 6M | -6.9% | +5.5% | -12.4% | -11.0% |
| YTD | -1.4% | +12.8% | -14.3% | -10.9% |
| 1Y | +11.2% | +15.4% | -4.2% | -1.3% |
| 3Y | -5.1% | +76.9% | -82.0% | -39.8% |
| 5Y | +35.5% | +60.4% | -24.9% | -5.0% |
| 10Y | +703.0% | +232.8% | +470.3% | +244.5% |
| All | +1,817.0% | +363.9% | +1,453.1% | +563.5% |
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