+691.2%
SNPS vs VUG
+405.9%
+285.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +0.5% |
| 7D | +0.2% | +0.5% | -0.3% | -0.5% |
| 30D | -8.4% | -8.2% | -0.3% | +1.2% |
| 3M | +12.3% | -5.4% | +17.7% | +20.3% |
| 6M | -9.6% | -2.5% | -7.0% | -6.8% |
| YTD | -0.6% | +4.2% | -4.8% | -4.6% |
| 1Y | +18.7% | +5.0% | +13.7% | +12.8% |
| 3Y | -7.6% | +81.7% | -89.3% | -51.6% |
| 5Y | +34.1% | +62.5% | -28.4% | -19.3% |
| 10Y | +691.2% | +396.3% | +294.9% | +43.5% |
| All | +691.2% | +405.9% | +285.3% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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