+64.6%
VTI vs SNPS
+30.3%
+34.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | +2.5% | +1.1% | +1.5% | +2.3% |
| 30D | -1.5% | -5.2% | +3.6% | -0.4% |
| 3M | -3.2% | +10.6% | -13.7% | -6.4% |
| 6M | +2.3% | -10.6% | +12.9% | +4.0% |
| YTD | +11.6% | -3.1% | +14.7% | +10.1% |
| 1Y | +13.8% | +15.6% | -1.8% | +6.7% |
| 3Y | +77.4% | -12.9% | +90.4% | +63.3% |
| All | +64.6% | +30.3% | +34.3% | +21.4% |
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