+134.7%
VGT vs SNAP
-92.9%
+227.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +1.8% | +1.5% | +0.3% | +1.6% |
| 30D | -0.3% | +1.9% | -2.2% | -0.9% |
| 3M | +3.4% | -3.9% | +7.3% | +3.2% |
| 6M | +35.0% | +5.2% | +29.7% | +32.1% |
| YTD | +28.8% | -32.7% | +61.5% | +34.4% |
| 1Y | +38.0% | -24.8% | +62.8% | +41.1% |
| 3Y | +125.8% | -42.2% | +168.0% | +126.4% |
| 5Y | +134.7% | -92.7% | +227.4% | +179.5% |
| All | +134.7% | -92.9% | +227.6% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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