+13.8%
VRT vs SNPS
+6.4%
+7.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | 0.0% | -12.9% | -12.9% |
| 7D | -15.4% | -3.9% | -11.5% | -13.8% |
| 30D | -19.0% | -5.2% | -13.7% | -16.9% |
| 3M | -23.8% | +14.6% | -38.5% | -28.8% |
| 6M | -37.9% | -6.9% | -30.9% | -36.4% |
| YTD | +27.0% | -1.4% | +28.4% | +21.8% |
| 1Y | +13.8% | +11.2% | +2.6% | +1.7% |
| All | +13.8% | +6.4% | +7.4% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling