+28.4%
SNPS vs VUG
+55.6%
-27.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.5% | +0.6% | +1.6% |
| 7D | -10.2% | -7.1% | -3.0% | -2.0% |
| 30D | -12.8% | -12.1% | -0.7% | +1.6% |
| 3M | +9.9% | -8.1% | +18.0% | +22.0% |
| 6M | -12.4% | -3.2% | -9.2% | -9.0% |
| YTD | -6.3% | +0.5% | -6.7% | -6.3% |
| 1Y | +7.6% | -0.7% | +8.3% | +9.1% |
| 3Y | -9.8% | +77.1% | -86.9% | -51.5% |
| All | +28.4% | +55.6% | -27.2% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling