-14.0%
SNPS vs VO
+58.9%
-73.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.1% |
| 7D | -11.0% | -0.3% | -10.8% | -10.6% |
| 30D | -1.7% | -0.3% | -1.4% | -1.2% |
| 3M | -20.4% | +2.9% | -23.3% | -23.4% |
| 6M | -8.6% | +9.3% | -18.0% | -19.2% |
| YTD | -16.2% | +14.2% | -30.3% | -30.1% |
| 1Y | -34.6% | +15.3% | -49.8% | -45.8% |
| All | -14.0% | +58.9% | -73.0% | -48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling