+1,016.0%
SNPS vs VTV
+721.7%
+294.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.2% |
| 7D | -11.0% | +0.5% | -11.5% | -11.4% |
| 30D | -1.7% | +1.1% | -2.8% | -2.6% |
| 3M | -20.4% | +5.9% | -26.2% | -24.0% |
| 6M | -8.6% | +11.6% | -20.2% | -16.4% |
| YTD | -16.2% | +19.8% | -36.0% | -27.5% |
| 1Y | -34.6% | +26.2% | -60.8% | -45.8% |
| 3Y | -14.5% | +68.5% | -82.9% | -42.9% |
| 5Y | +17.0% | +79.9% | -62.9% | -24.7% |
| 10Y | +560.0% | +229.7% | +330.3% | +171.9% |
| All | +1,016.0% | +721.7% | +294.3% | +99.0% |
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 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