+1,205.2%
VST vs SNPS
+702.6%
+502.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +6.1% |
| 7D | -0.5% | +0.2% | -0.7% | -0.4% |
| 30D | -17.1% | -8.4% | -8.6% | -14.6% |
| 3M | -4.6% | +12.3% | -16.8% | -8.6% |
| 6M | -9.1% | -9.6% | +0.5% | -7.1% |
| YTD | -16.6% | -0.6% | -16.0% | -18.2% |
| 1Y | -29.5% | +18.7% | -48.2% | -34.8% |
| 3Y | +297.5% | -7.6% | +305.1% | +274.7% |
| 5Y | +654.5% | +34.1% | +620.5% | +511.7% |
| 10Y | +1,205.2% | +691.2% | +514.0% | +479.3% |
| All | +1,205.2% | +702.6% | +502.6% | +479.3% |
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