+905.2%
VRT vs SNPS
+17.0%
+888.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.4% | +9.7% | +7.6% |
| 7D | +9.1% | -11.0% | +20.1% | +16.5% |
| 30D | +0.9% | -1.7% | +2.7% | +0.9% |
| 3M | -13.4% | -20.4% | +7.0% | -1.6% |
| 6M | +11.7% | -8.6% | +20.3% | +14.9% |
| YTD | +73.2% | -16.2% | +89.4% | +86.1% |
| 1Y | +123.4% | -34.6% | +158.0% | +152.1% |
| 3Y | +606.2% | -14.5% | +620.6% | +528.4% |
| All | +905.2% | +17.0% | +888.2% | +548.4% |
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