+67.8%
VTV vs SNAP
-44.0%
+111.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.2% |
| 7D | -0.7% | -5.0% | +4.3% | -0.3% |
| 30D | -0.5% | -0.7% | +0.3% | -0.5% |
| 3M | +5.3% | -5.0% | +10.3% | +5.3% |
| 6M | +12.9% | +3.5% | +9.4% | +11.8% |
| YTD | +18.5% | -34.2% | +52.7% | +20.9% |
| 1Y | +25.3% | -27.1% | +52.3% | +26.6% |
| All | +67.8% | -44.0% | +111.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 3y: compounded portfolio wealth divided by compounded SNAP 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…
3y analysis · Full analysis span regression · 6 months rolling