+198.7%
SNPE price history and return analytics
+139.8%
+59.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +1.0% | +2.4% | -1.4% | -1.4% |
| 30D | -4.2% | -1.5% | -2.7% | -2.7% |
| 3M | -6.0% | -4.1% | -1.9% | -2.0% |
| 6M | -0.3% | +0.6% | -0.9% | -1.0% |
| YTD | +8.7% | +11.0% | -2.3% | -2.2% |
| 1Y | +11.3% | +13.3% | -2.1% | -2.0% |
| 3Y | +72.3% | +73.4% | -1.1% | -0.3% |
| 5Y | +71.3% | +57.4% | +13.9% | +9.0% |
| All | +198.7% | +139.8% | +59.0% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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