+572.1%
SNPS vs VTR
+100.2%
+472.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | -4.6% | -1.8% | -2.8% | -4.2% |
| 30D | -3.3% | +4.0% | -7.3% | -4.1% |
| 3M | -13.8% | +7.8% | -21.6% | -15.3% |
| 6M | -8.2% | +6.4% | -14.6% | -9.8% |
| YTD | -15.4% | +18.3% | -33.8% | -18.8% |
| 1Y | +2.4% | +33.9% | -31.5% | -4.4% |
| 3Y | -13.5% | +134.3% | -147.8% | -29.4% |
| 5Y | +19.5% | +90.3% | -70.8% | +0.8% |
| All | +572.1% | +100.2% | +472.0% | +429.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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