+139.0%
VRT vs SNPS
-34.8%
+173.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.1% | +3.7% |
| 7D | +13.6% | -5.5% | +19.1% | +14.5% |
| 30D | +6.8% | -5.8% | +12.5% | +7.7% |
| 3M | -3.2% | -17.2% | +14.0% | -1.1% |
| 6M | +20.3% | -10.4% | +30.7% | +22.2% |
| YTD | +79.6% | -16.5% | +96.1% | +82.6% |
| 1Y | +139.0% | -35.6% | +174.6% | +137.6% |
| All | +139.0% | -34.8% | +173.8% | +137.6% |
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