+2,545.5%
VRT vs SNPS
+341.7%
+2,203.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.3% | -9.9% | -9.8% |
| 7D | +2.4% | -5.5% | +7.9% | +5.3% |
| 30D | -2.7% | -4.5% | +1.8% | -1.1% |
| 3M | -9.2% | -15.5% | +6.3% | -1.4% |
| 6M | -0.5% | -10.1% | +9.6% | +3.2% |
| YTD | +62.3% | -16.3% | +78.6% | +73.6% |
| 1Y | +109.6% | -34.9% | +144.5% | +135.3% |
| 3Y | +573.1% | -14.4% | +587.4% | +544.0% |
| 5Y | +953.6% | +17.9% | +935.7% | +737.9% |
| All | +2,545.5% | +341.7% | +2,203.8% | +1,294.3% |
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