+454.5%
V vs SNPS
+674.7%
-220.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +0.6% | -0.6% | +1.2% | +0.8% |
| 30D | +9.7% | -9.8% | +19.6% | +12.8% |
| 3M | +17.3% | +11.7% | +5.6% | +11.5% |
| 6M | +33.2% | -10.9% | +44.2% | +35.2% |
| YTD | +21.3% | -2.1% | +23.4% | +17.7% |
| 1Y | +27.3% | +14.8% | +12.6% | +16.5% |
| 3Y | +76.1% | -11.3% | +87.4% | +55.9% |
| 5Y | +103.5% | +36.2% | +67.2% | +36.6% |
| 10Y | +454.5% | +684.5% | -230.0% | +18.3% |
| All | +454.5% | +674.7% | -220.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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