+4,878.2%
SNPS vs VTRS
+387.1%
+4,491.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.2% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -5.8% | +1.9% | -7.6% | -6.1% |
| 3M | -17.2% | +5.1% | -22.3% | -18.2% |
| 6M | -10.4% | +20.1% | -30.4% | -13.8% |
| YTD | -16.5% | +36.6% | -53.1% | -21.8% |
| 1Y | -35.6% | +64.1% | -99.7% | -41.8% |
| 3Y | -14.6% | +86.4% | -101.0% | -25.9% |
| 5Y | +16.5% | +40.9% | -24.4% | +4.6% |
| 10Y | +556.6% | -48.7% | +605.3% | +569.0% |
| All | +4,878.2% | +387.1% | +4,491.0% | +2,429.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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