+223.1%
VLO vs SNPS
-7.7%
+230.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +2.6% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -17.8% | -8.4% | -9.3% | -17.1% |
| 3M | +19.6% | +12.3% | +7.3% | +17.7% |
| 6M | +49.3% | -9.6% | +58.9% | +50.3% |
| YTD | +122.4% | -0.6% | +123.0% | +120.3% |
| 1Y | +107.4% | +18.7% | +88.8% | +99.9% |
| 3Y | +223.1% | -7.6% | +230.6% | +197.0% |
| All | +223.1% | -7.7% | +230.7% | +197.0% |
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