+195.5%
VLO vs SNPS
-15.3%
+210.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +0.6% |
| 7D | +5.2% | -11.0% | +16.2% | +6.4% |
| 30D | +22.6% | -1.7% | +24.3% | +22.5% |
| 3M | +43.8% | -20.4% | +64.1% | +47.0% |
| 6M | +65.7% | -8.6% | +74.4% | +65.9% |
| YTD | +131.1% | -16.2% | +147.3% | +133.3% |
| 1Y | +143.6% | -34.6% | +178.2% | +151.7% |
| All | +195.5% | -15.3% | +210.8% | +172.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling