+28.4%
SNPS vs VO
+32.8%
-4.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.5% | -1.4% | -0.3% |
| 7D | -10.2% | -3.3% | -6.8% | -6.0% |
| 30D | -12.8% | -1.8% | -11.0% | -10.6% |
| 3M | +9.9% | -3.4% | +13.2% | +15.2% |
| 6M | -12.4% | +3.0% | -15.4% | -15.5% |
| YTD | -6.3% | +10.7% | -17.0% | -17.6% |
| 1Y | +7.6% | +11.8% | -4.2% | -6.6% |
| 3Y | -9.8% | +60.4% | -70.1% | -49.2% |
| All | +28.4% | +32.8% | -4.4% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling