+696.5%
SNPS vs VO
+197.5%
+499.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +0.9% | +0.6% |
| 7D | +0.2% | -0.1% | +0.3% | +0.4% |
| 30D | -8.4% | +0.5% | -8.9% | -8.9% |
| 3M | +12.3% | -1.0% | +13.3% | +13.9% |
| 6M | -9.6% | +6.4% | -16.0% | -15.5% |
| YTD | -0.6% | +13.6% | -14.2% | -13.5% |
| 1Y | +18.7% | +14.5% | +4.2% | +2.4% |
| 3Y | -7.6% | +67.2% | -74.8% | -46.1% |
| 5Y | +34.1% | +36.1% | -2.0% | -1.3% |
| All | +696.5% | +197.5% | +499.0% | +164.9% |
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