+1,606.0%
SNPS vs VYM
+490.3%
+1,115.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.1% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -5.8% | -1.3% | -4.5% | -4.8% |
| 3M | -17.2% | +4.1% | -21.3% | -19.9% |
| 6M | -10.4% | +9.8% | -20.2% | -17.0% |
| YTD | -16.5% | +15.3% | -31.9% | -25.8% |
| 1Y | -35.6% | +20.0% | -55.6% | -44.7% |
| 3Y | -14.6% | +66.2% | -80.9% | -43.2% |
| 5Y | +16.5% | +77.5% | -61.1% | -25.6% |
| 10Y | +556.6% | +201.7% | +354.8% | +179.6% |
| All | +1,606.0% | +490.3% | +1,115.7% | +344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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