+1,016.0%
SNPS vs VO
+827.2%
+188.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.2% |
| 7D | -11.0% | -0.3% | -10.8% | -10.8% |
| 30D | -1.7% | -0.3% | -1.4% | -1.4% |
| 3M | -20.4% | +2.9% | -23.3% | -22.3% |
| 6M | -8.6% | +9.3% | -18.0% | -15.2% |
| YTD | -16.2% | +14.2% | -30.3% | -24.9% |
| 1Y | -34.6% | +15.3% | -49.8% | -41.7% |
| 3Y | -14.5% | +56.2% | -70.7% | -40.0% |
| 5Y | +17.0% | +42.4% | -25.4% | -9.5% |
| 10Y | +560.0% | +194.7% | +365.3% | +199.9% |
| All | +1,016.0% | +827.2% | +188.8% | +87.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling