-35.6%
SNPS vs VUG
+14.2%
-49.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | -5.5% | +0.9% | -6.4% | -6.5% |
| 30D | -5.8% | -1.4% | -4.3% | -3.8% |
| 3M | -17.2% | +2.3% | -19.5% | -19.4% |
| 6M | -10.4% | +15.7% | -26.1% | -27.3% |
| YTD | -16.5% | +8.6% | -25.2% | -24.6% |
| 1Y | -35.6% | +14.1% | -49.7% | -52.3% |
| All | -35.6% | +14.2% | -49.8% | -52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling