+13.8%
VRT vs SNAP
-22.3%
+36.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.9% | -18.8% | -13.2% |
| 7D | -15.4% | -0.7% | -14.7% | -15.3% |
| 30D | -19.0% | +5.5% | -24.5% | -19.3% |
| 3M | -23.8% | +2.2% | -26.1% | -24.1% |
| 6M | -37.9% | -4.1% | -33.8% | -37.3% |
| YTD | +27.0% | -26.6% | +53.6% | +32.0% |
| 1Y | +13.8% | -20.7% | +34.5% | +17.0% |
| All | +13.8% | -22.3% | +36.1% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling