+1,162.4%
VST vs SNPS
+674.7%
+487.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -6.0% | -0.6% | -5.4% | -5.7% |
| 30D | -18.8% | -9.8% | -9.0% | -16.0% |
| 3M | -8.0% | +11.7% | -19.8% | -11.7% |
| 6M | -10.9% | -10.9% | 0.0% | -8.6% |
| YTD | -18.3% | -2.1% | -16.2% | -19.4% |
| 1Y | -29.9% | +14.8% | -44.7% | -34.5% |
| 3Y | +290.3% | -11.3% | +301.6% | +272.7% |
| 5Y | +635.3% | +36.2% | +599.1% | +493.2% |
| 10Y | +1,162.4% | +684.5% | +477.9% | +460.5% |
| All | +1,162.4% | +674.7% | +487.6% | +460.5% |
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 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