+647.0%
VRT vs SNPS
+36.0%
+611.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.7% | +6.0% | +7.4% |
| 7D | -10.6% | +0.2% | -10.8% | -10.3% |
| 30D | -17.4% | -8.4% | -9.0% | -12.3% |
| 3M | -26.4% | +12.3% | -38.6% | -32.0% |
| 6M | -41.0% | -9.6% | -31.4% | -38.0% |
| YTD | +23.8% | -0.6% | +24.4% | +20.2% |
| 1Y | +11.6% | +18.7% | -7.1% | -2.9% |
| 3Y | +403.5% | -7.6% | +411.1% | +335.7% |
| 5Y | +647.0% | +34.1% | +613.0% | +355.5% |
| All | +647.0% | +36.0% | +611.1% | +355.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling