+572.1%
SNPS vs VTV
+232.1%
+340.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.7% |
| 7D | -4.6% | -2.1% | -2.5% | -2.6% |
| 30D | -3.3% | -1.3% | -2.0% | -2.1% |
| 3M | -13.8% | +5.6% | -19.4% | -18.5% |
| 6M | -8.2% | +12.4% | -20.6% | -18.3% |
| YTD | -15.4% | +17.6% | -33.1% | -28.1% |
| 1Y | +2.4% | +23.5% | -21.1% | -16.8% |
| 3Y | -13.5% | +67.0% | -80.5% | -47.2% |
| 5Y | +19.5% | +80.5% | -61.1% | -31.1% |
| All | +572.1% | +232.1% | +340.0% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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