+141.6%
VLO vs SNPS
-35.8%
+177.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.3% |
| 7D | +5.8% | -5.5% | +11.3% | +5.9% |
| 30D | +28.3% | -5.8% | +34.1% | +28.4% |
| 3M | +48.7% | -17.2% | +65.9% | +49.4% |
| 6M | +71.9% | -10.4% | +82.3% | +72.1% |
| YTD | +138.7% | -16.5% | +155.2% | +139.2% |
| All | +141.6% | -35.8% | +177.4% | +144.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling