+660.9%
SNPS vs VTR
+130.3%
+530.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -5.2% | +5.5% | -10.6% | -6.3% |
| 3M | +10.6% | -0.9% | +11.5% | +10.5% |
| 6M | -10.6% | -0.4% | -10.2% | -11.0% |
| YTD | -3.1% | +17.0% | -20.1% | -6.9% |
| 1Y | +15.6% | +18.0% | -2.4% | +10.7% |
| 3Y | -12.9% | +127.4% | -140.3% | -28.5% |
| 5Y | +31.2% | +92.3% | -61.1% | +10.5% |
| All | +660.9% | +130.3% | +530.6% | +471.4% |
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