+790.3%
VLO vs SNPS
+635.4%
+155.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | +9.6% | +1.1% | +8.6% | +9.4% |
| 30D | -17.4% | -5.2% | -12.2% | -16.6% |
| 3M | +10.8% | +10.6% | +0.2% | +7.1% |
| 6M | +56.9% | -10.6% | +67.6% | +58.7% |
| YTD | +136.8% | -3.1% | +139.9% | +132.1% |
| 1Y | +120.7% | +15.6% | +105.1% | +106.1% |
| 3Y | +231.9% | -12.9% | +244.9% | +208.4% |
| 5Y | +479.0% | +31.2% | +447.8% | +344.9% |
| All | +790.3% | +635.4% | +155.0% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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