+572.2%
SNPS vs VO
+195.4%
+376.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -5.5% | +0.6% | -6.1% | -6.2% |
| 30D | -5.8% | -1.1% | -4.7% | -4.5% |
| 3M | -17.2% | +4.5% | -21.7% | -21.3% |
| 6M | -10.4% | +11.1% | -21.4% | -20.2% |
| YTD | -16.5% | +13.5% | -30.1% | -27.4% |
| 1Y | -35.6% | +14.5% | -50.1% | -44.3% |
| 3Y | -14.6% | +58.1% | -72.7% | -47.3% |
| 5Y | +16.5% | +43.3% | -26.8% | -18.6% |
| All | +572.2% | +195.4% | +376.8% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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