-12.9%
SNPS vs VTV
+78.7%
-91.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.9% |
| 7D | +1.1% | +2.9% | -1.9% | -2.4% |
| 30D | -5.2% | +3.8% | -8.9% | -9.4% |
| 3M | +10.6% | +1.6% | +9.0% | +8.4% |
| 6M | -10.6% | +11.2% | -21.8% | -22.0% |
| YTD | -3.1% | +22.0% | -25.1% | -25.2% |
| 1Y | +15.6% | +24.9% | -9.3% | -13.6% |
| 3Y | -12.9% | +78.5% | -91.4% | -55.0% |
| All | -12.9% | +78.7% | -91.6% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling