+297.8%
VTI vs SNPS
+585.4%
-287.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -0.9% | +0.9% | -1.8% | -1.2% |
| 30D | -1.4% | -3.6% | +2.2% | -0.8% |
| 3M | +3.6% | -12.9% | +16.5% | +7.5% |
| 6M | +13.6% | -8.2% | +21.8% | +14.7% |
| YTD | +12.9% | -15.4% | +28.3% | +16.5% |
| 1Y | +17.2% | -9.3% | +26.5% | +16.6% |
| 3Y | +75.7% | -14.0% | +89.6% | +58.9% |
| 5Y | +75.4% | +19.5% | +55.9% | +30.8% |
| All | +297.8% | +585.4% | -287.6% | +27.5% |
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