+1,189.9%
SNPS vs VTV
+736.6%
+453.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.8% |
| 7D | +1.1% | +2.9% | -1.9% | -1.2% |
| 30D | -5.2% | +3.8% | -8.9% | -7.9% |
| 3M | +10.6% | +1.6% | +9.0% | +9.1% |
| 6M | -10.6% | +11.2% | -21.8% | -18.0% |
| YTD | -3.1% | +22.0% | -25.1% | -17.4% |
| 1Y | +15.6% | +24.9% | -9.3% | -3.4% |
| 3Y | -12.9% | +78.5% | -91.4% | -44.5% |
| 5Y | +31.2% | +77.8% | -46.6% | -15.0% |
| 10Y | +663.4% | +231.1% | +432.3% | +212.8% |
| All | +1,189.9% | +736.6% | +453.3% | +126.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling