+1,223.2%
SNPS vs VUG
+1,192.0%
+31.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +0.9% |
| 7D | +0.2% | +0.5% | -0.3% | -0.3% |
| 30D | -8.4% | -8.2% | -0.3% | -0.2% |
| 3M | +12.3% | -5.4% | +17.7% | +19.2% |
| 6M | -9.6% | -2.5% | -7.0% | -7.1% |
| YTD | -0.6% | +4.2% | -4.8% | -3.8% |
| 1Y | +18.7% | +5.0% | +13.7% | +14.0% |
| 3Y | -7.6% | +81.7% | -89.3% | -46.2% |
| 5Y | +34.1% | +62.5% | -28.4% | -12.3% |
| 10Y | +691.2% | +396.3% | +294.9% | +103.6% |
| All | +1,223.2% | +1,192.0% | +31.3% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling